See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 99 · EIN 04-1590850 | Other Fees | $41,858 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,668 | $49,915+39.6% | $154,803-55.0% | $74,304-6.2% |
| Participation rate | 95.3% | 54.0%+41.3pp | 78.1%+17.2pp | 60.3%+34.9pp |
| Annual return | 18.26% | 34.06%-15.8pp | 58.88%-40.6pp | 29.43%-11.2pp |
| Employer contribution / active EE | $1,652 | $1,611+2.5% | $4,305-61.6% | $2,241-26.3% |
| Participant deferral / active EE | $4,847 | $2,255+115.0% | $5,540-12.5% | $3,767+28.7% |
| Admin fee / account holder | $43 | $2,189-98.0% | $14,329-99.7% | $2,969-98.5% |