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 | $1,164 |
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 | $46,025 | $55,453-17.0% | $170,442-73.0% | $62,292-26.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.12% | 21.38%-5.3pp | 205.93%-189.8pp | 28.90%-12.8pp |
| Employer contribution / active EE | $1,075 | $2,164-50.3% | $5,433-80.2% | $2,042-47.3% |
| Participant deferral / active EE | $3,671 | $2,303+59.4% | $4,939-25.7% | $3,169+15.8% |
| Admin fee / account holder | $8 | $455-98.3% | $13,880-99.9% | $479-98.4% |