See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $127,453 |
MEKETA INVESTMENT GROUP8+ years Filed as: MEKETA INVESTMENT GROUP, INC Service code 27 · EIN 04-2659023 | Advisory (Plan) | $33,750 |
BLITMAN & KING8+ years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $33,560 |
SCHULTHEIS & PANETTIERI, LLP8+ years Service code 10 · EIN 13-1577780 | Accounting | $27,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 52 · EIN 20-3691708 | Indirect Investment Fees | $25,775 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,414 | $76,774-20.0% | $112,228-45.3% | $77,904-21.2% |
| Participation rate | 78.1% | 80.2%-2.0pp | 75.1%+3.1pp | 73.7%+4.5pp |
| Annual return | -12.40% | -10.25%-2.1pp | 27.45%-39.8pp | 12.21%-24.6pp |
| Employer contribution / active EE | $2,547 | $3,977-35.9% | $3,635-29.9% | $2,848-10.5% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $286 | $239+19.9% | $6,410-95.5% | $133+116.1% |