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 | $275 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,990 | $55,453-74.8% | $170,442-91.8% | $62,292-77.5% |
| Participation rate | 78.8% | 66.4%+12.5pp | 83.6%-4.8pp | 69.5%+9.3pp |
| Annual return | 10.37% | 21.38%-11.0pp | 205.93%-195.6pp | 28.90%-18.5pp |
| Employer contribution / active EE | $424 | $2,164-80.4% | $5,433-92.2% | $2,042-79.2% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $2 | $455-99.5% | $13,880-100.0% | $479-99.6% |