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: MML INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $7,933 |
Filed as: MASSMUTUAL GREATER PHILADELPHIA Service code 27 2 BALA PLAZA SUITE 901 · BALA CYNWYD, PA 19004 | Advisory (Plan) | $6,787 |
Service code 37 · EIN 04-2647786 | Loan Processing | $881 |
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 | $40,550 | $66,310-38.8% | $93,606-56.7% | $65,185-37.8% |
| Participation rate | 83.7% | 74.0%+9.7pp | 75.8%+7.8pp | 70.2%+13.5pp |
| Annual return | 24.31% | 42.58%-18.3pp | 32.76%-8.5pp | 29.38%-5.1pp |
| Employer contribution / active EE | $2,175 | $2,012+8.1% | $2,718-20.0% | $2,177-0.1% |
| Participant deferral / active EE | $5,407 | $3,342+61.8% | $4,069+32.9% | $3,514+53.9% |
| Admin fee / account holder | $100 | $6,897-98.5% | $7,888-98.7% | $847-88.2% |