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 | $654 |
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 | $130,158 | $94,529+37.7% | $140,016-7.0% | $64,186+102.8% |
| Participation rate | 80.7% | 84.1%-3.4pp | 87.5%-6.8pp | 69.6%+11.2pp |
| Annual return | -6.04% | 7.77%-13.8pp | 651.12%-657.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $3,307 | $3,812-13.2% | $5,606-41.0% | $2,381+38.9% |
| Participant deferral / active EE | $10,548 | $5,250+100.9% | $6,927+52.3% | $3,470+204.0% |
| Admin fee / account holder | $7 | $6,741-99.9% | $10,705-99.9% | $4,888-99.9% |