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 | $97,668 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $54,135 |
AB FUNDS2 years Service code 52 · EIN 13-2754393 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
BLACKROCK4 years Service code 52 · EIN 22-3483675 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS4 years Service code 52 · EIN 23-2450217 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS4 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
JANUS HENDERSON4 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Service code 49 | Other Services | $0 |
Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,897 | $52,293+58.5% | $178,490-53.6% | $73,409+12.9% |
| Participation rate | 71.0% | 65.3%+5.7pp | 81.9%-10.9pp | 72.2%-1.1pp |
| Annual return | 11.42% | 34.75%-23.3pp | 151.07%-139.6pp | 59.29%-47.9pp |
| Employer contribution / active EE | $1,835 | $1,735+5.8% | $5,011-63.4% | $2,234-17.8% |
| Participant deferral / active EE | $4,117 | $2,332+76.5% | $5,202-20.9% | $3,805+8.2% |
| Admin fee / account holder | $405 | $127+218.4% | $13,984-97.1% | $158+156.8% |