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 5-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 | $7,814 |
Annual investment return 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 | $29,695 | $52,670-43.6% | $90,404-67.2% | $73,409-59.5% |
| Participation rate | 75.3% | 67.7%+7.7pp | 72.7%+2.7pp | 72.2%+3.2pp |
| Annual return | -45.74% | 20.70%-66.4pp | 1293.02%-1338.8pp | 59.29%-105.0pp |
| Employer contribution / active EE | $2,514 | $1,872+34.3% | $3,262-22.9% | $2,234+12.6% |
| Participant deferral / active EE | $11,074 | $2,807+294.5% | $3,963+179.4% | $3,805+191.0% |
| Admin fee / account holder | $281 | $117+140.5% | $5,611-95.0% | $158+77.8% |