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 | $27,927 |
Service code 13 · EIN 73-1554797 | Contract Administrator | $9,265 |
Filed as: HERITAGE INSTITUTIONAL SERVICES Service code 27 · EIN 27-2388726 | Advisory (Plan) | $6,113 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,683 | $66,813-42.1% | $100,516-61.5% | $73,488-47.4% |
| Participation rate | 95.3% | 77.5%+17.8pp | 79.4%+15.9pp | 70.7%+24.6pp |
| Annual return | 12.03% | 25.70%-13.7pp | 30.89%-18.9pp | 28.51%-16.5pp |
| Employer contribution / active EE | $1,682 | $2,147-21.6% | $3,418-50.8% | $2,270-25.9% |
| Participant deferral / active EE | $5,268 | $5,883-10.4% | $6,270-16.0% | $3,740+40.9% |
| Admin fee / account holder | $291 | $512-43.2% | $8,081-96.4% | $513-43.3% |