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 52 · EIN 04-1590850 | Indirect Investment Fees | $17,272 |
FOLEY BENEFITS GROUP6+ years Service code 13 · EIN 31-1634880 | Contract Administrator | $2,276 |
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 | $62,903 | $59,839+5.1% | $81,983-23.3% | $79,858-21.2% |
| Participation rate | 73.1% | 61.6%+11.5pp | 69.2%+3.9pp | 69.6%+3.5pp |
| Annual return | 12.14% | 17.56%-5.4pp | 41.31%-29.2pp | 31.71%-19.6pp |
| Employer contribution / active EE | $1,564 | $1,713-8.7% | $2,498-37.4% | $2,471-36.7% |
| Participant deferral / active EE | $2,613 | $2,695-3.0% | $3,722-29.8% | $3,740-30.1% |
| Admin fee / account holder | $0 | $4,287-100.0% | $5,664-100.0% | $5,306-100.0% |