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 | $7,445 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,821 | $54,237+56.4% | $90,281-6.0% | $67,579+25.5% |
| Participation rate | 98.7% | 68.6%+30.0pp | 73.3%+25.4pp | 71.3%+27.4pp |
| Annual return | 20.23% | 37.27%-17.0pp | 78.10%-57.9pp | 378.56%-358.3pp |
| Employer contribution / active EE | $3,699 | $1,846+100.4% | $2,854+29.6% | $2,148+72.2% |
| Participant deferral / active EE | $6,044 | $2,625+130.2% | $3,885+55.5% | $3,539+70.8% |
| Admin fee / account holder | $18 | $123-85.5% | $5,351-99.7% | $142-87.4% |