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 | $38,590 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INS SERVICES INC Service code 53 · EIN 51-0116113 | Insurance Commissions | $0 |
Service code 13 · EIN 20-4780677 | Contract Administrator | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,263 | $105,181-61.7% | $159,436-74.7% | $85,850-53.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 12.07% | 45.07%-33.0pp | 263.57%-251.5pp | 318.53%-306.5pp |
| Employer contribution / active EE | $1,856 | $3,318-44.1% | $4,829-61.6% | $2,565-27.6% |
| Participant deferral / active EE | $2,383 | $5,945-59.9% | $7,352-67.6% | $3,952-39.7% |
| Admin fee / account holder | $199 | $6,933-97.1% | $10,799-98.2% | $6,260-96.8% |