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 Service code 15 1295 STATE STREET · SPRINGFIELD, MA 01111 | Recordkeeping | $48,688 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,928 | $104,475-37.9% | $159,436-59.3% | $79,386-18.2% |
| Participation rate | 84.7% | 76.6%+8.1pp | 82.8%+1.9pp | 70.7%+14.0pp |
| Annual return | 29.21% | 67.95%-38.7pp | 263.57%-234.4pp | 116.85%-87.6pp |
| Employer contribution / active EE | $2,031 | $3,417-40.6% | $4,829-57.9% | $2,427-16.3% |
| Participant deferral / active EE | $8,697 | $6,467+34.5% | $7,352+18.3% | $4,046+115.0% |
| Admin fee / account holder | $200 | $711-71.8% | $10,799-98.1% | $626-68.0% |