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 LIFE INSURANCE COMPANY Service code 37 · EIN 04-1590850 | Loan Processing | $332 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $55,076 | $46,869+17.5% | $122,332-55.0% | $70,131-21.5% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 17.28% | 24.22%-6.9pp | 30.27%-13.0pp | 73.14%-55.9pp |
| Employer contribution / active EE | $2,305 | $1,288+79.0% | $4,050-43.1% | $2,342-1.6% |
| Participant deferral / active EE | $1,984 | $2,166-8.4% | $3,287-39.6% | $3,332-40.5% |
| Admin fee / account holder | $2 | $3,322-99.9% | $5,478-100.0% | $4,645-99.9% |