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 10-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 INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $6,777 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,732 | $80,753-64.4% | $136,294-78.9% | $62,292-53.9% |
| Participation rate | 25.4% | 73.5%-48.1pp | 81.9%-56.5pp | 69.5%-44.1pp |
| Annual return | 17.07% | 35.83%-18.8pp | 5155.94%-5138.9pp | 28.90%-11.8pp |
| Employer contribution / active EE | $659 | $2,884-77.2% | $4,695-86.0% | $2,042-67.7% |
| Participant deferral / active EE | $1,255 | $5,164-75.7% | $6,247-79.9% | $3,169-60.4% |
| Admin fee / account holder | $112 | $525-78.6% | $9,243-98.8% | $479-76.6% |