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 CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $67,164 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $63,804 | $59,186+7.8% | $76,768-16.9% | $56,287+13.4% |
| Participation rate | 86.3% | 75.2%+11.1pp | 77.0%+9.4pp | 69.9%+16.5pp |
| Annual return | -5.29% | 6.62%-11.9pp | 2.43%-7.7pp | -9.96%+4.7pp |
| Employer contribution / active EE | $3,086 | $1,759+75.5% | $2,485+24.2% | $2,111+46.2% |
| Participant deferral / active EE | $7,072 | $3,255+117.3% | $3,852+83.6% | $3,350+111.1% |
| Admin fee / account holder | $444 | $489-9.1% | $6,675-93.3% | $521-14.7% |