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 INS. CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $3,500 |
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 | $18,089 | $61,616-70.6% | $105,722-82.9% | $55,167-67.2% |
| Participation rate | 93.8% | 72.9%+20.9pp | 78.9%+14.9pp | 69.0%+24.8pp |
| Annual return | 8.20% | 11.15%-2.9pp | 12.25%-4.0pp | 169.23%-161.0pp |
| Employer contribution / active EE | $1,711 | $3,043-43.8% | $4,079-58.1% | $1,963-12.8% |
| Participant deferral / active EE | $2,203 | $4,213-47.7% | $5,326-58.6% | $3,054-27.9% |
| Admin fee / account holder | $22 | $379-94.1% | $8,308-99.7% | $504-95.6% |