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 LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $19,426 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,023 | $69,362-14.9% | $101,248-41.7% | $73,488-19.7% |
| Participation rate | 88.7% | 68.4%+20.3pp | 75.8%+12.9pp | 70.7%+18.0pp |
| Annual return | 9.34% | 18.46%-9.1pp | 46.47%-37.1pp | 28.51%-19.2pp |
| Employer contribution / active EE | $1,191 | $2,628-54.7% | $3,660-67.4% | $2,270-47.5% |
| Participant deferral / active EE | $4,332 | $3,300+31.3% | $4,370-0.9% | $3,740+15.8% |
| Admin fee / account holder | $356 | $704-49.4% | $5,945-94.0% | $513-30.6% |