See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $3,632 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,559 | $57,354-76.4% | $83,848-83.8% | $64,186-78.9% |
| Participation rate | 84.9% | 68.6%+16.3pp | 76.1%+8.8pp | 69.6%+15.4pp |
| Annual return | -5.98% | 11.38%-17.4pp | 850.88%-856.9pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,413 | $2,545-44.5% | $3,631-61.1% | $2,381-40.6% |
| Participant deferral / active EE | $968 | $2,993-67.7% | $4,082-76.3% | $3,470-72.1% |
| Admin fee / account holder | $45 | $4,046-98.9% | $5,478-99.2% | $4,888-99.1% |