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 | $3,460 |
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 | $76,278 | $65,322+16.8% | $70,449+8.3% | $73,488+3.8% |
| Participation rate | 92.7% | 77.0%+15.8pp | 75.1%+17.7pp | 70.7%+22.0pp |
| Annual return | 7.09% | 15.71%-8.6pp | 109.03%-101.9pp | 28.51%-21.4pp |
| Employer contribution / active EE | $1,121 | $2,460-54.4% | $2,737-59.0% | $2,270-50.6% |
| Participant deferral / active EE | $2,609 | $3,375-22.7% | $3,709-29.6% | $3,740-30.2% |
| Admin fee / account holder | $16 | $214-92.7% | $3,845-99.6% | $513-96.9% |