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 | $1,483 |
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 | $40,779 | $77,634-47.5% | $156,549-74.0% | $62,891-35.2% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.10% | 50.32%-42.2pp | 32.23%-24.1pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,183 | $3,444-65.7% | $5,501-78.5% | $2,281-48.1% |
| Participant deferral / active EE | $4,225 | $3,045+38.7% | $4,871-13.3% | $3,203+31.9% |
| Admin fee / account holder | $11 | $5,561-99.8% | $13,027-99.9% | $4,296-99.8% |