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 | $2,550 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,542 | $53,822+71.9% | $75,696+22.3% | $85,850+7.8% |
| Participation rate | 91.7% | 69.1%+22.6pp | 74.8%+16.8pp | 69.3%+22.4pp |
| Annual return | 24.38% | 24.54%-0.2pp | 104.53%-80.1pp | 318.53%-294.2pp |
| Employer contribution / active EE | $1,215 | $2,017-39.7% | $2,743-55.7% | $2,565-52.6% |
| Participant deferral / active EE | $2,757 | $2,895-4.8% | $3,821-27.8% | $3,952-30.2% |
| Admin fee / account holder | $12 | $3,343-99.6% | $3,619-99.7% | $6,260-99.8% |