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 | $3,624 |
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 | $42,509 | $55,453-23.3% | $170,442-75.1% | $62,292-31.8% |
| Participation rate | 79.9% | 66.4%+13.5pp | 83.6%-3.7pp | 69.5%+10.4pp |
| Annual return | 17.77% | 21.38%-3.6pp | 205.93%-188.2pp | 28.90%-11.1pp |
| Employer contribution / active EE | $1,560 | $2,164-27.9% | $5,433-71.3% | $2,042-23.6% |
| Participant deferral / active EE | $2,838 | $2,303+23.2% | $4,939-42.6% | $3,169-10.5% |
| Admin fee / account holder | $18 | $455-96.0% | $13,880-99.9% | $479-96.2% |