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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 27 · EIN 04-1590850 | Advisory (Plan) | $29,279 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $9,253 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
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 | $102,488 | $73,638+39.2% | $95,952+6.8% | $73,488+39.5% |
| Participation rate | 83.9% | 76.2%+7.7pp | 77.1%+6.8pp | 70.7%+13.2pp |
| Annual return | 16.47% | 16.78%-0.3pp | 91.61%-75.1pp | 28.51%-12.0pp |
| Employer contribution / active EE | $1,481 | $1,863-20.5% | $2,541-41.7% | $2,270-34.8% |
| Participant deferral / active EE | $4,464 | $3,617+23.4% | $4,167+7.1% | $3,740+19.4% |
| Admin fee / account holder | $224 | $482-53.6% | $6,795-96.7% | $513-56.4% |