See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $22,180 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,351 | $54,590+116.8% | $81,930+44.5% | $73,488+61.0% |
| Participation rate | 50.5% | 68.3%-17.8pp | 72.0%-21.5pp | 70.7%-20.1pp |
| Annual return | 16.45% | 17.74%-1.3pp | 29.49%-13.0pp | 28.51%-12.1pp |
| Employer contribution / active EE | $1,859 | $1,636+13.6% | $4,310-56.9% | $2,270-18.1% |
| Participant deferral / active EE | $4,155 | $2,759+50.6% | $7,107-41.5% | $3,740+11.1% |
| Admin fee / account holder | $416 | $592-29.8% | $5,158-91.9% | $513-19.0% |