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 | $32,250 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,032 | $99,957-8.9% | $149,696-39.2% | $73,488+23.9% |
| Participation rate | 97.7% | 75.7%+22.0pp | 82.5%+15.3pp | 70.7%+27.1pp |
| Annual return | 12.13% | 53.87%-41.7pp | 276.60%-264.5pp | 28.51%-16.4pp |
| Employer contribution / active EE | $2,239 | $3,191-29.8% | $4,644-51.8% | $2,270-1.4% |
| Participant deferral / active EE | $6,226 | $6,073+2.5% | $6,842-9.0% | $3,740+66.5% |
| Admin fee / account holder | $291 | $551-47.1% | $9,309-96.9% | $513-43.2% |