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 INSURANCE Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $6,477 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 | Recordkeeping Fees | $978 |
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 | $114,150 | $102,553+11.3% | $151,611-24.7% | $66,914+70.6% |
| Participation rate | 59.6% | 85.5%-25.9pp | 87.5%-27.9pp | 69.8%-10.2pp |
| Annual return | -10.17% | -10.82%+0.7pp | 3.33%-13.5pp | 1.58%-11.7pp |
| Employer contribution / active EE | $3,325 | $4,180-20.5% | $6,166-46.1% | $2,544+30.7% |
| Participant deferral / active EE | $7,778 | $6,641+17.1% | $8,363-7.0% | $4,237+83.6% |
| Admin fee / account holder | $56 | $630-91.1% | $11,616-99.5% | $593-90.5% |