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 INS. CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
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 | $61,890 | $74,552-17.0% | $62,995-1.8% | $69,631-11.1% |
| Participation rate | 71.7% | 78.3%-6.5pp | 74.8%-3.1pp | 70.7%+1.1pp |
| Annual return | 13.97% | 15.77%-1.8pp | 87.57%-73.6pp | 27571.02%-27557.1pp |
| Employer contribution / active EE | $1,461 | $2,929-50.1% | $2,759-47.0% | $2,032-28.1% |
| Participant deferral / active EE | $2,547 | $2,974-14.4% | $3,329-23.5% | $3,224-21.0% |
| Admin fee / account holder | $0 | $59-100.0% | $3,600-100.0% | $110-100.0% |