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: MASS MUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $2,025 |
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 | $93,954 | $64,909+44.7% | $82,313+14.1% | $62,292+50.8% |
| Participation rate | 73.9% | 74.9%-0.9pp | 76.9%-2.9pp | 69.5%+4.4pp |
| Annual return | 14.23% | 21.18%-7.0pp | 25.88%-11.7pp | 28.90%-14.7pp |
| Employer contribution / active EE | $558 | $1,676-66.7% | $2,428-77.0% | $2,042-72.7% |
| Participant deferral / active EE | $4,001 | $3,103+28.9% | $3,706+8.0% | $3,169+26.3% |
| Admin fee / account holder | $18 | $440-95.9% | $5,608-99.7% | $479-96.2% |