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 04 Service code 49 · EIN 04-1590850 | Other Services | $200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,590 | $51,620-13.6% | $90,281-50.6% | $65,185-31.6% |
| Participation rate | 65.1% | 68.6%-3.5pp | 73.3%-8.2pp | 70.2%-5.1pp |
| Annual return | 22.65% | 24.94%-2.3pp | 78.10%-55.4pp | 29.38%-6.7pp |
| Employer contribution / active EE | $1,533 | $2,235-31.4% | $2,854-46.3% | $2,177-29.6% |
| Participant deferral / active EE | $2,695 | $2,871-6.1% | $3,885-30.6% | $3,514-23.3% |
| Admin fee / account holder | $71 | $384-81.6% | $5,351-98.7% | $847-91.6% |