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 | $4,303 |
Service code 15 · EIN 75-2776689 | Recordkeeping | $1,440 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,333 | $66,180-73.8% | $118,746-85.4% | $62,292-72.2% |
| Participation rate | 99.4% | 71.3%+28.1pp | 78.3%+21.1pp | 69.5%+29.9pp |
| Annual return | 9.25% | 60.89%-51.6pp | 24.54%-15.3pp | 28.90%-19.6pp |
| Employer contribution / active EE | $2,491 | $3,183-21.7% | $4,193-40.6% | $2,042+22.0% |
| Participant deferral / active EE | $4,070 | $4,247-4.2% | $5,332-23.7% | $3,169+28.4% |
| Admin fee / account holder | $12 | $753-98.4% | $10,720-99.9% | $479-97.4% |