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 CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $5,418 |
Participant contribution per participant 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 | $4,985 | $46,732-89.3% | $156,549-96.8% | $55,167-91.0% |
| Participation rate | 97.4% | 65.8%+31.6pp | 84.0%+13.4pp | 69.0%+28.4pp |
| Annual return | 57.99% | 17.72%+40.3pp | 32.23%+25.8pp | 169.23%-111.2pp |
| Employer contribution / active EE | $388 | $2,105-81.6% | $5,501-92.9% | $1,963-80.2% |
| Participant deferral / active EE | $289 | $2,204-86.9% | $4,871-94.1% | $3,054-90.5% |
| Admin fee / account holder | $45 | $418-89.3% | $13,027-99.7% | $504-91.1% |