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: MASS MUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $18,793 |
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 | $32,228 | $75,388-57.3% | $123,544-73.9% | $55,725-42.2% |
| Participation rate | 77.0% | 75.7%+1.4pp | 82.3%-5.3pp | 70.9%+6.2pp |
| Annual return | -0.24% | 4.48%-4.7pp | 119.20%-119.4pp | 244.93%-245.2pp |
| Employer contribution / active EE | $2,329 | $3,063-24.0% | $4,628-49.7% | $2,078+12.1% |
| Participant deferral / active EE | $4,664 | $5,651-17.5% | $6,426-27.4% | $3,356+39.0% |
| Admin fee / account holder | $65 | $120-45.7% | $9,284-99.3% | $115-43.5% |