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 52 · EIN 04-1590850 | Indirect Investment Fees | $58,050 |
HUNNEX AND SHOEMAKER, INC.2 years Service code 13 · EIN 91-1072394 | Contract Administrator | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,271 | $62,723-69.3% | $142,863-86.5% | $86,799-77.8% |
| Participation rate | 98.5% | 62.6%+36.0pp | 71.9%+26.6pp | 72.3%+26.3pp |
| Annual return | 19.79% | 17.62%+2.2pp | 5637.54%-5617.7pp | 97.91%-78.1pp |
| Employer contribution / active EE | $1,439 | $1,627-11.5% | $4,144-65.3% | $2,405-40.2% |
| Participant deferral / active EE | $2,479 | $3,039-18.4% | $3,837-35.4% | $4,131-40.0% |
| Admin fee / account holder | $79 | $140-43.3% | $6,560-98.8% | $170-53.4% |