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 Service code 15 · EIN 04-1590850 | Recordkeeping | $8,395 |
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.
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 | $14,891 | $42,582-65.0% | $171,082-91.3% | $57,658-74.2% |
| Participation rate | 46.4% | 63.9%-17.5pp | 76.7%-30.3pp | 70.2%-23.8pp |
| Annual return | 11.74% | 308.67%-296.9pp | 32.56%-20.8pp | 5.13%+6.6pp |
| Employer contribution / active EE | $1,187 | $1,306-9.1% | $4,002-70.3% | $1,974-39.8% |
| Participant deferral / active EE | $1,849 | $2,933-37.0% | $4,797-61.5% | $3,061-39.6% |
| Admin fee / account holder | $32 | $82-61.5% | $8,520-99.6% | $95-66.5% |