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 INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $880 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $0 |
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 | $128,194 | $89,739+42.9% | $149,718-14.4% | $62,292+105.8% |
| Participation rate | 96.6% | 85.1%+11.5pp | 87.1%+9.6pp | 69.5%+27.1pp |
| Annual return | 17.81% | 21.01%-3.2pp | 1501.63%-1483.8pp | 28.90%-11.1pp |
| Employer contribution / active EE | $3,196 | $3,233-1.1% | $5,445-41.3% | $2,042+56.5% |
| Participant deferral / active EE | $5,207 | $4,797+8.6% | $6,569-20.7% | $3,169+64.3% |
| Admin fee / account holder | $5 | $551-99.1% | $11,283-100.0% | $479-99.0% |