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 INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $80,199 |
THE SEGAL COMPANY7+ years Service code 16 · EIN 13-2646110 | Consulting | $75,016 |
TIC INTERNATIONAL CORPORATION7+ years Service code 13 6525 CENTURION DRIVE · LANSING, MI 489179275 | Contract Administrator | $39,128 |
SALES, TILLMAN, WALLBAUM7+ years Service code 29 · EIN 61-1358524 | Legal | $33,000 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $24,253 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS3 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
LEGG MASON3 years Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTAL LIFE INSURANCE Service code 52 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT4 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,188 | $76,774+25.3% | $112,228-14.3% | $77,904+23.5% |
| Participation rate | 85.2% | 80.2%+5.1pp | 75.1%+10.2pp | 73.7%+11.6pp |
| Annual return | 2.92% | -10.25%+13.2pp | 27.45%-24.5pp | 12.21%-9.3pp |
| Employer contribution / active EE | $3,529 | $3,977-11.3% | $3,635-2.9% | $2,848+23.9% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $147 | $239-38.3% | $6,410-97.7% | $133+11.3% |