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 | $350 |
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 | $67,714 | $55,002+23.1% | $59,878+13.1% | $56,287+20.3% |
| Participation rate | 91.7% | 75.9%+15.8pp | 74.7%+17.0pp | 69.9%+21.8pp |
| Annual return | 9.64% | 1.13%+8.5pp | 3.46%+6.2pp | -9.96%+19.6pp |
| Employer contribution / active EE | $890 | $2,448-63.6% | $2,722-67.3% | $2,111-57.8% |
| Participant deferral / active EE | $1,981 | $3,121-36.5% | $3,402-41.8% | $3,350-40.9% |
| Admin fee / account holder | $2 | $236-99.3% | $3,590-100.0% | $521-99.7% |