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 | Recordkeeping | $4,014 |
Service code 10 · EIN 26-1570786 | Accounting | $1,100 |
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 | $87,192 | $85,202+2.3% | $172,739-49.5% | $72,985+19.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.88% | 27.32%-8.4pp | 802.84%-784.0pp | 81.00%-62.1pp |
| Employer contribution / active EE | $5,858 | $3,324+76.2% | $5,143+13.9% | $2,440+140.1% |
| Participant deferral / active EE | $9,003 | $3,260+176.1% | $5,198+73.2% | $3,607+149.6% |
| Admin fee / account holder | $47 | $5,884-99.2% | $13,954-99.7% | $5,124-99.1% |