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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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $28,671 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $10,962 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,278 | $95,542-89.2% | $69,455-85.2% | $67,579-84.8% |
| Participation rate | 80.9% | 79.4%+1.5pp | 74.6%+6.3pp | 71.3%+9.6pp |
| Annual return | 19.12% | 17.67%+1.5pp | 28.97%-9.8pp | 378.56%-359.4pp |
| Employer contribution / active EE | $860 | $2,989-71.2% | $2,779-69.0% | $2,148-59.9% |
| Participant deferral / active EE | $2,061 | $3,263-36.8% | $3,535-41.7% | $3,539-41.8% |
| Admin fee / account holder | $96 | $90+7.1% | $3,839-97.5% | $142-32.4% |