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 | $2,828 |
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 | $63,556 | $80,753-21.3% | $136,294-53.4% | $62,292+2.0% |
| Participation rate | 98.4% | 73.5%+24.8pp | 81.9%+16.5pp | 69.5%+28.9pp |
| Annual return | 15.81% | 35.83%-20.0pp | 5155.94%-5140.1pp | 28.90%-13.1pp |
| Employer contribution / active EE | $1,874 | $2,884-35.0% | $4,695-60.1% | $2,042-8.2% |
| Participant deferral / active EE | $4,868 | $5,164-5.7% | $6,247-22.1% | $3,169+53.6% |
| Admin fee / account holder | $9 | $525-98.2% | $9,243-99.9% | $479-98.1% |