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 | $3,569 |
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 | $78,525 | $89,652-12.4% | $141,162-44.4% | $65,185+20.5% |
| Participation rate | 99.2% | 74.7%+24.4pp | 82.5%+16.7pp | 70.2%+29.0pp |
| Annual return | 19.31% | 32.79%-13.5pp | 71.39%-52.1pp | 29.38%-10.1pp |
| Employer contribution / active EE | $1,983 | $3,065-35.3% | $4,735-58.1% | $2,177-8.9% |
| Participant deferral / active EE | $5,375 | $5,691-5.6% | $6,709-19.9% | $3,514+53.0% |
| Admin fee / account holder | $28 | $569-95.2% | $10,261-99.7% | $847-96.8% |