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 27 · EIN 04-1590850 | Advisory (Plan) | $33,636 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $18,425 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $86,183 | $65,435+31.7% | $86,677-0.6% | $66,914+28.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -19.06% | -10.89%-8.2pp | 35.91%-55.0pp | 1.58%-20.6pp |
| Employer contribution / active EE | $1,783 | $2,153-17.2% | $2,836-37.1% | $2,544-29.9% |
| Participant deferral / active EE | $5,287 | $4,100+28.9% | $4,656+13.6% | $4,237+24.8% |
| Admin fee / account holder | $294 | $642-54.2% | $7,493-96.1% | $593-50.5% |