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 INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $16,774 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $14,935 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,916 | $62,132-47.0% | $185,823-82.3% | $73,488-55.2% |
| Participation rate | 75.3% | 67.8%+7.5pp | 78.0%-2.7pp | 70.7%+4.6pp |
| Annual return | 16.97% | 20.44%-3.5pp | 35.95%-19.0pp | 28.51%-11.5pp |
| Employer contribution / active EE | $963 | $1,681-42.7% | $4,087-76.4% | $2,270-57.6% |
| Participant deferral / active EE | $3,507 | $3,711-5.5% | $5,632-37.7% | $3,740-6.2% |
| Admin fee / account holder | $201 | $419-52.0% | $9,500-97.9% | $513-60.8% |