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 | $37,988 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,629 | $84,487-40.1% | $125,339-59.6% | $66,914-24.3% |
| Participation rate | 98.6% | 76.4%+22.2pp | 82.4%+16.2pp | 69.8%+28.8pp |
| Annual return | -6.19% | -8.39%+2.2pp | 572.05%-578.2pp | 1.58%-7.8pp |
| Employer contribution / active EE | $3,050 | $3,553-14.2% | $4,814-36.6% | $2,544+19.9% |
| Participant deferral / active EE | $9,405 | $6,781+38.7% | $7,446+26.3% | $4,237+122.0% |
| Admin fee / account holder | $114 | $685-83.3% | $10,010-98.9% | $593-80.7% |