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 |
|---|---|---|
Service code 27 · EIN 46-5509437 | Advisory (Plan) | $43,441 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,745 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,547 | $93,182-22.1% | $146,665-50.5% | $79,386-8.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 80.1%+19.9pp | 70.7%+29.3pp |
| Annual return | 7.24% | 21.61%-14.4pp | 22.74%-15.5pp | 116.85%-109.6pp |
| Employer contribution / active EE | $5,326 | $2,420+120.1% | $4,136+28.8% | $2,427+119.4% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $325 | $585-44.5% | $10,280-96.8% | $626-48.2% |