Filed October 26, 2023
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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $7,345 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,177 | $63,745-15.0% | $98,442-45.0% | $79,386-31.8% |
| Participation rate | 74.5% | 69.9%+4.7pp | 73.3%+1.2pp | 70.7%+3.8pp |
| Annual return | 12.83% | 625.80%-613.0pp | 1492.73%-1479.9pp | 116.85%-104.0pp |
| Employer contribution / active EE | $3,262 | $2,557+27.6% | $2,960+10.2% | $2,427+34.4% |
| Participant deferral / active EE | $3,541 | $3,303+7.2% | $4,276-17.2% | $4,046-12.5% |
| Admin fee / account holder | $75 | $516-85.4% | $5,949-98.7% | $626-87.9% |