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 INS. CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $8,614 |
MY BENEFITS, LLC1 year Filed as: MY BENEFITS LLC Service code 13 · EIN 45-2098380 | Contract Administrator | $4,380 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,935 | $36,916-43.3% | $156,549-86.6% | $57,658-63.7% |
| Participation rate | 77.6% | 63.4%+14.2pp | 84.0%-6.4pp | 70.2%+7.4pp |
| Annual return | 4.59% | 12.38%-7.8pp | 32.23%-27.6pp | 5.13%-0.5pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,834 | $1,926+47.2% | $4,871-41.8% | $3,061-7.4% |
| Admin fee / account holder | $39 | $82-52.7% | $13,027-99.7% | $95-58.7% |