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 | $1,000 |
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 | $158,947 | $136,307+16.6% | $177,821-10.6% | $73,488+116.3% |
| Participation rate | 96.0% | 86.1%+9.9pp | 87.7%+8.3pp | 70.7%+25.3pp |
| Annual return | 17.22% | 18.68%-1.5pp | 48.32%-31.1pp | 28.51%-11.3pp |
| Employer contribution / active EE | $3,716 | $3,712+0.1% | $5,918-37.2% | $2,270+63.7% |
| Participant deferral / active EE | $6,246 | $5,829+7.2% | $7,714-19.0% | $3,740+67.0% |
| Admin fee / account holder | $6 | $596-99.1% | $12,427-100.0% | $513-98.9% |