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 INS Service code 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $8,104 |
Filed as: MIDWEST PENSION & PROFIT SHG SVCS Service code 13 | Contract Administrator | $4,215 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 | Indirect Investment Fees | $0 |
Filed as: MIDWEST PENSION & PROFIT SHARING SV Service code 13 · EIN 41-1447816 121 S 8TH STREET · MINNEAPOLIS, MN 55402 | Contract Administrator | $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 | $34,191 | $75,183-54.5% | $123,892-72.4% | $55,167-38.0% |
| Participation rate | 65.6% | 72.8%-7.2pp | 81.4%-15.8pp | 69.0%-3.4pp |
| Annual return | 10.31% | 19.01%-8.7pp | 47.52%-37.2pp | 169.23%-158.9pp |
| Employer contribution / active EE | $2,289 | $2,823-18.9% | $4,617-50.4% | $1,963+16.6% |
| Participant deferral / active EE | $6,026 | $5,084+18.5% | $5,984+0.7% | $3,054+97.3% |
| Admin fee / account holder | $61 | $663-90.8% | $8,357-99.3% | $504-87.9% |