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 9-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 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $5,370 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,040 | $47,722+97.1% | $82,719+13.7% | $64,808+45.1% |
| Participation rate | 91.2% | 67.6%+23.6pp | 72.6%+18.7pp | 71.5%+19.8pp |
| Annual return | -15.63% | -13.05%-2.6pp | 701.18%-716.8pp | 32.82%-48.5pp |
| Employer contribution / active EE | $3,045 | $2,179+39.8% | $3,009+1.2% | $2,506+21.5% |
| Participant deferral / active EE | $7,347 | $3,329+120.7% | $4,395+67.2% | $4,310+70.5% |
| Admin fee / account holder | $12 | $143-91.7% | $5,329-99.8% | $188-93.7% |