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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $4,330 |
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 | $15,686 | $61,616-74.5% | $105,722-85.2% | $55,167-71.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 78.9%+21.1pp | 69.0%+31.0pp |
| Annual return | 10.31% | 11.15%-0.8pp | 12.25%-1.9pp | 169.23%-158.9pp |
| Employer contribution / active EE | $2,725 | $3,043-10.4% | $4,079-33.2% | $1,963+38.8% |
| Participant deferral / active EE | $4,468 | $4,213+6.0% | $5,326-16.1% | $3,054+46.3% |
| Admin fee / account holder | $14 | $379-96.4% | $8,308-99.8% | $504-97.3% |