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 INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $57,981 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $107,339 | $98,750+8.7% | $149,696-28.3% | $79,858+34.4% |
| Participation rate | 70.1% | 75.8%-5.6pp | 82.5%-12.3pp | 69.6%+0.5pp |
| Annual return | 20.67% | 27.43%-6.8pp | 276.60%-255.9pp | 31.71%-11.0pp |
| Employer contribution / active EE | $2,927 | $3,216-9.0% | $4,644-37.0% | $2,471+18.5% |
| Participant deferral / active EE | $5,870 | $5,680+3.3% | $6,842-14.2% | $3,740+57.0% |
| Admin fee / account holder | $580 | $6,053-90.4% | $9,309-93.8% | $5,306-89.1% |