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 5-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 INSURANC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $6,667 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,123 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $302,952 | $101,317+199.0% | $146,958+106.1% | $74,495+306.7% |
| Participation rate | 95.3% | 75.5%+19.7pp | 82.2%+13.1pp | 67.2%+28.1pp |
| Annual return | 15.83% | 8730.91%-8715.1pp | 418.34%-402.5pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $7,255 | $3,810+90.4% | $4,933+47.1% | $2,623+176.6% |
| Participant deferral / active EE | $15,426 | $7,303+111.2% | $8,070+91.2% | $4,346+255.0% |
| Admin fee / account holder | $10 | $1,739-99.4% | $12,998-99.9% | $1,942-99.5% |