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 | $730 |
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 | $113,077 | $79,523+42.2% | $140,016-19.2% | $56,287+100.9% |
| Participation rate | 96.7% | 85.7%+11.0pp | 87.5%+9.2pp | 69.9%+26.8pp |
| Annual return | -3.69% | 2.39%-6.1pp | 651.12%-654.8pp | -9.96%+6.3pp |
| Employer contribution / active EE | $3,465 | $3,350+3.4% | $5,606-38.2% | $2,111+64.1% |
| Participant deferral / active EE | $5,716 | $5,129+11.5% | $6,927-17.5% | $3,350+70.7% |
| Admin fee / account holder | $4 | $614-99.3% | $10,705-100.0% | $521-99.2% |