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 9-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 | $7,628 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,736 | $43,999+49.4% | $79,464-17.3% | $55,725+18.0% |
| Participation rate | 99.3% | 66.9%+32.3pp | 73.3%+25.9pp | 70.9%+28.4pp |
| Annual return | -4.06% | 1.81%-5.9pp | 718.14%-722.2pp | 244.93%-249.0pp |
| Employer contribution / active EE | $3,631 | $1,830+98.4% | $2,800+29.6% | $2,078+74.7% |
| Participant deferral / active EE | $5,833 | $2,538+129.8% | $3,704+57.5% | $3,356+73.8% |
| Admin fee / account holder | $17 | $118-85.4% | $5,113-99.7% | $115-85.1% |