Filed December 18, 2025 (most recent of 3 filings on file)
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 52 · EIN 04-1590850 | Indirect Investment Fees | $29,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,227 | $85,199+17.6% | $57,179+75.3% | $63,975+56.7% |
| Participation rate | 99.2% | 74.0%+25.2pp | 75.3%+23.9pp | 71.1%+28.1pp |
| Annual return | 8.28% | 10.43%-2.2pp | 14.59%-6.3pp | 48.65%-40.4pp |
| Employer contribution / active EE | $6,318 | $3,446+83.3% | $2,682+135.6% | $2,182+189.6% |
| Participant deferral / active EE | $6,182 | $3,109+98.9% | $3,096+99.7% | $3,356+84.2% |
| Admin fee / account holder | $13 | $39-66.5% | $3,139-99.6% | $70-81.6% |