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 | $863 |
Service code 13 · EIN 73-1554797 | Contract Administrator | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,932 | $94,529+163.3% | $140,016+77.8% | $64,186+287.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 3.19% | 7.77%-4.6pp | 651.12%-647.9pp | 7.63%-4.4pp |
| Employer contribution / active EE | $5,548 | $3,812+45.5% | $5,606-1.0% | $2,381+133.0% |
| Participant deferral / active EE | $2,573 | $5,250-51.0% | $6,927-62.9% | $3,470-25.8% |
| Admin fee / account holder | $11 | $6,741-99.8% | $10,705-99.9% | $4,888-99.8% |