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 15 · EIN 04-1590850 | Recordkeeping | $516 |
Service code 49 · EIN 36-3429599 | Other Services | $20 |
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 | $60,018 | $67,411-11.0% | $91,001-34.0% | $70,131-14.4% |
| Participation rate | 78.0% | 71.4%+6.6pp | 75.6%+2.4pp | 69.5%+8.4pp |
| Annual return | 17.19% | -40.16%+57.4pp | 4.60%+12.6pp | 73.14%-56.0pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,629 | $2,823+28.6% | $3,547+2.3% | $3,332+8.9% |
| Admin fee / account holder | $9 | $4,236-99.8% | $5,417-99.8% | $4,645-99.8% |