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 | $30,483 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $12,651 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,820 | $61,272-22.0% | $149,673-68.1% | $71,457-33.1% |
| Participation rate | 92.1% | 62.5%+29.6pp | 78.8%+13.4pp | 67.9%+24.2pp |
| Annual return | 18.24% | 35.85%-17.6pp | 134.42%-116.2pp | 28.85%-10.6pp |
| Employer contribution / active EE | $1,383 | $2,378-41.8% | $4,818-71.3% | $2,588-46.5% |
| Participant deferral / active EE | $4,107 | $2,917+40.8% | $5,680-27.7% | $4,289-4.2% |
| Admin fee / account holder | $59 | $1,261-95.3% | $13,210-99.6% | $1,587-96.3% |