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 INS CO Service code 13 · EIN 04-1590850 | Contract Administrator | $17,185 |
TIAA1 year Filed as: TIAA-TEACHERS INSURANCE & ANNUITY Service code 50 · EIN 13-1624203 | Direct Payment | $3,262 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,505 | $51,197-15.0% | $82,719-47.4% | $66,914-35.0% |
| Participation rate | 88.2% | 67.8%+20.4pp | 72.6%+15.7pp | 69.8%+18.4pp |
| Annual return | -13.38% | -9.64%-3.7pp | 701.18%-714.6pp | 1.58%-15.0pp |
| Employer contribution / active EE | $1,479 | $2,611-43.4% | $3,009-50.9% | $2,544-41.9% |
| Participant deferral / active EE | $1,132 | $3,458-67.3% | $4,395-74.2% | $4,237-73.3% |
| Admin fee / account holder | $107 | $416-74.2% | $5,329-98.0% | $593-81.9% |