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 | $19,477 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,793 |
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 | $48,207 | $55,636-13.4% | $81,983-41.2% | $73,488-34.4% |
| Participation rate | 72.7% | 62.3%+10.4pp | 69.2%+3.5pp | 70.7%+2.0pp |
| Annual return | 39.25% | 19.07%+20.2pp | 41.31%-2.1pp | 28.51%+10.7pp |
| Employer contribution / active EE | $355 | $1,625-78.1% | $2,498-85.8% | $2,270-84.3% |
| Participant deferral / active EE | $2,080 | $2,762-24.7% | $3,722-44.1% | $3,740-44.4% |
| Admin fee / account holder | $233 | $493-52.7% | $5,664-95.9% | $513-54.6% |