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 | $52,712 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $105,062 | $55,636+88.8% | $81,983+28.2% | $73,488+43.0% |
| Participation rate | 53.6% | 62.3%-8.7pp | 69.2%-15.6pp | 70.7%-17.0pp |
| Annual return | 18.70% | 19.07%-0.4pp | 41.31%-22.6pp | 28.51%-9.8pp |
| Employer contribution / active EE | $527 | $1,625-67.6% | $2,498-78.9% | $2,270-76.8% |
| Participant deferral / active EE | $3,799 | $2,762+37.5% | $3,722+2.1% | $3,740+1.6% |
| Admin fee / account holder | $522 | $493+5.9% | $5,664-90.8% | $513+1.7% |