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 | $4,589 |
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 | $17,687 | $65,376-72.9% | $87,100-79.7% | $65,185-72.9% |
| Participation rate | 75.7% | 75.3%+0.3pp | 76.9%-1.2pp | 70.2%+5.5pp |
| Annual return | 33.00% | 31.27%+1.7pp | 28.19%+4.8pp | 29.38%+3.6pp |
| Employer contribution / active EE | $1,798 | $1,822-1.3% | $2,521-28.7% | $2,177-17.4% |
| Participant deferral / active EE | $2,878 | $3,388-15.1% | $4,049-28.9% | $3,514-18.1% |
| Admin fee / account holder | $22 | $520-95.8% | $7,497-99.7% | $847-97.4% |