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 8-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 INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $188 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,116 | $46,360-71.7% | $147,614-91.1% | $52,331-74.9% |
| Participation rate | 77.2% | 64.9%+12.2pp | 84.6%-7.5pp | 68.1%+9.1pp |
| Annual return | -0.62% | 1.62%-2.2pp | 61.98%-62.6pp | 4.54%-5.2pp |
| Employer contribution / active EE | $466 | $2,126-78.1% | $5,564-91.6% | $1,882-75.2% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $1 | $766-99.8% | $11,611-100.0% | $592-99.8% |