See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $9,089 |
QBI, LLC4 years Service code 13 · EIN 26-2768667 21031 VENTURA BLVD., · WOODLAND HILLS, CA 91364 | Contract Administrator | $2,787 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,138 | $58,879-35.2% | $178,490-78.6% | $73,488-48.1% |
| Participation rate | 82.2% | 66.2%+16.0pp | 81.9%+0.3pp | 70.7%+11.5pp |
| Annual return | 12.59% | 24.86%-12.3pp | 151.07%-138.5pp | 28.51%-15.9pp |
| Employer contribution / active EE | $990 | $2,236-55.7% | $5,011-80.2% | $2,270-56.4% |
| Participant deferral / active EE | $2,697 | $2,567+5.1% | $5,202-48.1% | $3,740-27.9% |
| Admin fee / account holder | $83 | $400-79.4% | $13,984-99.4% | $513-83.9% |