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 | $4,626 |
Annual investment return 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 | $7,078 | $54,320-87.0% | $67,652-89.5% | $52,331-86.5% |
| Participation rate | 98.4% | 73.6%+24.8pp | 75.7%+22.8pp | 68.1%+30.3pp |
| Annual return | -1.85% | 6.81%-8.7pp | 6625.04%-6626.9pp | 4.54%-6.4pp |
| Employer contribution / active EE | $739 | $1,544-52.1% | $2,266-67.4% | $1,882-60.7% |
| Participant deferral / active EE | $1,653 | $2,950-44.0% | $3,560-53.6% | $3,022-45.3% |
| Admin fee / account holder | $19 | $527-96.4% | $4,821-99.6% | $592-96.8% |