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 Service code 15 · EIN 04-1590850 | Recordkeeping | $390 |
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 | $66,924 | $66,302+0.9% | $110,238-39.3% | $56,287+18.9% |
| Participation rate | 74.1% | 74.9%-0.8pp | 79.8%-5.7pp | 69.9%+4.2pp |
| Annual return | -6.39% | -1.18%-5.2pp | 314.74%-321.1pp | -9.96%+3.6pp |
| Employer contribution / active EE | $1,174 | $2,047-42.6% | $3,826-69.3% | $2,111-44.4% |
| Participant deferral / active EE | $3,326 | $3,381-1.6% | $4,672-28.8% | $3,350-0.7% |
| Admin fee / account holder | $5 | $698-99.3% | $8,547-99.9% | $521-99.1% |