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 PO BOX 1583 · HARTFORD, CT 06144 | Recordkeeping | $380 |
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 | $31,924 | $46,732-31.7% | $156,549-79.6% | $55,167-42.1% |
| Participation rate | 78.0% | 65.8%+12.2pp | 84.0%-6.0pp | 69.0%+9.0pp |
| Annual return | 7.57% | 17.72%-10.1pp | 32.23%-24.7pp | 169.23%-161.7pp |
| Employer contribution / active EE | $1,465 | $2,105-30.4% | $5,501-73.4% | $1,963-25.3% |
| Participant deferral / active EE | $2,624 | $2,204+19.0% | $4,871-46.1% | $3,054-14.1% |
| Admin fee / account holder | $14 | $418-96.5% | $13,027-99.9% | $504-97.1% |