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 |
|---|---|---|
MASSACHUSETTS MUTUAL LIFE INS. CO.10+ years Filed as: MML INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $31,580 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $13,977 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,866 | $89,436-20.8% | $164,813-57.0% | $77,643-8.7% |
| Participation rate | 61.1% | 78.6%-17.5pp | 78.6%-17.5pp | 70.6%-9.5pp |
| Annual return | 16.80% | 28.83%-12.0pp | 69.93%-53.1pp | 31.24%-14.4pp |
| Employer contribution / active EE | $2,747 | $2,569+7.0% | $4,341-36.7% | $2,726+0.8% |
| Participant deferral / active EE | $5,227 | $4,897+6.7% | $6,031-13.3% | $4,647+12.5% |
| Admin fee / account holder | $72 | $339-78.8% | $12,690-99.4% | $430-83.3% |