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 Service code 15 · EIN 04-1590850 MASS MUTUAL · SPRINGFIELD, MA 01111 | Recordkeeping | $1,364 |
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 | $43,625 | $59,535-26.7% | $90,160-51.6% | $62,292-30.0% |
| Participation rate | 81.4% | 73.0%+8.3pp | 76.9%+4.5pp | 69.5%+11.8pp |
| Annual return | 20.40% | 23.53%-3.1pp | 34.88%-14.5pp | 28.90%-8.5pp |
| Employer contribution / active EE | $1,002 | $1,826-45.1% | $3,318-69.8% | $2,042-50.9% |
| Participant deferral / active EE | $4,645 | $4,639+0.1% | $5,288-12.2% | $3,169+46.6% |
| Admin fee / account holder | $13 | $337-96.0% | $5,943-99.8% | $479-97.2% |