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 | $83,806 |
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 | $76,551 | $65,376+17.1% | $87,100-12.1% | $65,185+17.4% |
| Participation rate | 90.6% | 75.3%+15.2pp | 76.9%+13.7pp | 70.2%+20.4pp |
| Annual return | 24.44% | 31.27%-6.8pp | 28.19%-3.8pp | 29.38%-4.9pp |
| Employer contribution / active EE | $3,305 | $1,822+81.4% | $2,521+31.1% | $2,177+51.8% |
| Participant deferral / active EE | $7,387 | $3,388+118.0% | $4,049+82.5% | $3,514+110.2% |
| Admin fee / account holder | $514 | $520-1.1% | $7,497-93.1% | $847-39.3% |