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: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $1,340 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $88,333 | $59,186+49.2% | $76,768+15.1% | $56,287+56.9% |
| Participation rate | 61.4% | 75.2%-13.9pp | 77.0%-15.6pp | 69.9%-8.5pp |
| Annual return | -5.67% | 6.62%-12.3pp | 2.43%-8.1pp | -9.96%+4.3pp |
| Employer contribution / active EE | $1,082 | $1,759-38.5% | $2,485-56.5% | $2,111-48.8% |
| Participant deferral / active EE | $3,076 | $3,255-5.5% | $3,852-20.1% | $3,350-8.2% |
| Admin fee / account holder | $9 | $489-98.1% | $6,675-99.9% | $521-98.3% |