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 | $2,304 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $12,453 | $56,629-78.0% | $77,999-84.0% | $55,167-77.4% |
| Participation rate | 62.1% | 73.3%-11.2pp | 75.5%-13.4pp | 69.0%-6.9pp |
| Annual return | 6.26% | 2866.98%-2860.7pp | 425.96%-419.7pp | 169.23%-163.0pp |
| Employer contribution / active EE | $436 | $1,723-74.7% | $2,470-82.4% | $1,963-77.8% |
| Participant deferral / active EE | $1,422 | $2,777-48.8% | $3,497-59.3% | $3,054-53.4% |
| Admin fee / account holder | $12 | $467-97.5% | $5,480-99.8% | $504-97.7% |