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 | $26,850 |
Service code 27 · EIN 38-2472555 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $124,832 | $45,035+177.2% | $62,995+98.2% | $70,131+78.0% |
| Participation rate | 50.0% | 69.5%-19.5pp | 74.8%-24.8pp | 69.5%-19.5pp |
| Annual return | 18.77% | 18.76%0pp | 87.57%-68.8pp | 73.14%-54.4pp |
| Employer contribution / active EE | $8,924 | $2,051+335.0% | $2,759+223.4% | $2,342+281.0% |
| Participant deferral / active EE | $5,944 | $2,465+141.2% | $3,329+78.5% | $3,332+78.4% |
| Admin fee / account holder | $283 | $2,834-90.0% | $3,600-92.1% | $4,645-93.9% |