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 Service code 62 | Float revenue | $27,924 |
Filed as: MASSACHCHUSETTS MUTUAL LIFE INS. CO Service code 62 · EIN 04-1590850 P.O. BOX 1583 · HARTFORD, CT 061441583 | Float revenue; Insurance mortality an... | $350 |
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 | $20,023 | $57,108-64.9% | $94,224-78.8% | $52,331-61.7% |
| Participation rate | 91.7% | 72.9%+18.7pp | 78.8%+12.9pp | 68.1%+23.6pp |
| Annual return | -2.34% | 1.47%-3.8pp | 10.68%-13.0pp | 4.54%-6.9pp |
| Employer contribution / active EE | $4,384 | $1,735+152.6% | $3,587+22.2% | $1,882+133.0% |
| Participant deferral / active EE | $3,094 | $3,040+1.8% | $4,320-28.4% | $3,022+2.4% |
| Admin fee / account holder | $2 | $546-99.6% | $6,269-100.0% | $592-99.6% |