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 |
|---|---|---|
Service code 26 · EIN 13-2638166 | Advisory (Participants) | $14,080 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $5,954 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
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 | $25,978 | $75,388-65.5% | $123,544-79.0% | $55,725-53.4% |
| Participation rate | 98.9% | 75.7%+23.2pp | 82.3%+16.6pp | 70.9%+28.0pp |
| Annual return | 9.14% | 4.48%+4.7pp | 119.20%-110.1pp | 244.93%-235.8pp |
| Employer contribution / active EE | $1,884 | $3,063-38.5% | $4,628-59.3% | $2,078-9.3% |
| Participant deferral / active EE | $2,883 | $5,651-49.0% | $6,426-55.1% | $3,356-14.1% |
| Admin fee / account holder | $7 | $120-94.4% | $9,284-99.9% | $115-94.2% |