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 | $4,571 |
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 | $32,779 | $60,165-45.5% | $74,183-55.8% | $55,167-40.6% |
| Participation rate | 72.3% | 74.2%-1.9pp | 76.6%-4.3pp | 69.0%+3.3pp |
| Annual return | 6.88% | 10.00%-3.1pp | 17.74%-10.9pp | 169.23%-162.4pp |
| Employer contribution / active EE | $902 | $1,600-43.6% | $2,370-61.9% | $1,963-54.0% |
| Participant deferral / active EE | $2,352 | $2,973-20.9% | $3,550-33.8% | $3,054-23.0% |
| Admin fee / account holder | $27 | $419-93.6% | $5,586-99.5% | $504-94.7% |