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 INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $152 |
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 | $132,943 | $100,041+32.9% | $149,718-11.2% | $70,131+89.6% |
| Participation rate | 86.8% | 83.6%+3.3pp | 87.1%-0.2pp | 69.5%+17.3pp |
| Annual return | 13.33% | 27.43%-14.1pp | 1501.63%-1488.3pp | 73.14%-59.8pp |
| Employer contribution / active EE | $3,782 | $3,662+3.3% | $5,445-30.5% | $2,342+61.4% |
| Participant deferral / active EE | $10,750 | $4,983+115.8% | $6,569+63.7% | $3,332+222.7% |
| Admin fee / account holder | $2 | $8,286-100.0% | $11,283-100.0% | $4,645-100.0% |