Filed March 21, 2025
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 15 · EIN 04-1590850 | Recordkeeping | $49,644 |
AMERICAN CENTURY2 years Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 94-6050854 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS2 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 13-2576643 | Indirect Investment Fees | $0 |
JANUS HENDERSON2 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 | Indirect Investment Fees | $0 |
Service code 52 | Indirect Investment Fees | $0 |
Filed as: METROPOLITAN WEST ASSET MGMT Service code 52 · EIN 95-4625304 | Indirect Investment Fees | $0 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR ASSOCIATES, INC. Service code 49 · EIN 36-4317381 | Other Services | $0 |
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 | $63,114 | $70,083-9.9% | $59,878+5.4% | $55,725+13.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 74.7%+25.3pp | 70.9%+29.1pp |
| Annual return | -3.81% | 3.13%-6.9pp | 3.46%-7.3pp | 244.93%-248.7pp |
| Employer contribution / active EE | $2,569 | $2,878-10.7% | $2,722-5.6% | $2,078+23.6% |
| Participant deferral / active EE | $2,726 | $3,079-11.5% | $3,402-19.9% | $3,356-18.8% |
| Admin fee / account holder | $167 | $70+137.7% | $3,590-95.3% | $115+45.1% |