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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,271 | $65,322+15.2% | $70,449+6.8% | $73,488+2.4% |
| Participation rate | 84.6% | 77.0%+7.7pp | 75.1%+9.6pp | 70.7%+13.9pp |
| Annual return | 12.96% | 15.71%-2.8pp | 109.03%-96.1pp | 28.51%-15.6pp |
| Employer contribution / active EE | $1,788 | $2,460-27.3% | $2,737-34.7% | $2,270-21.2% |
| Participant deferral / active EE | $2,886 | $3,375-14.5% | $3,709-22.2% | $3,740-22.8% |
| Admin fee / account holder | $1 | $214-99.5% | $3,845-100.0% | $513-99.8% |