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: MASS MUTUAL LIFE INSURANCE CO Service code 99 · EIN 04-1590850 | Other Fees | $26,254 |
Service code 49 88 BOYD AVENUE · EAST PROVIDENCE, RI 02809 | Other Services | $5,352 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,479 | $66,457-12.0% | $81,382-28.1% | $77,643-24.7% |
| Participation rate | 36.2% | 68.7%-32.6pp | 69.5%-33.3pp | 70.6%-34.4pp |
| Annual return | 16.02% | 15.93%+0.1pp | 24.73%-8.7pp | 31.24%-15.2pp |
| Employer contribution / active EE | $1,008 | $2,159-53.3% | $2,463-59.1% | $2,726-63.0% |
| Participant deferral / active EE | $1,850 | $3,679-49.7% | $3,883-52.3% | $4,647-60.2% |
| Admin fee / account holder | $61 | $583-89.5% | $5,768-98.9% | $430-85.8% |