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 INSURANC CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $1,215 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $16,652 | $31,388-46.9% | $73,545-77.4% | $62,292-73.3% |
| Participation rate | 44.2% | 39.9%+4.4pp | 54.9%-10.7pp | 69.5%-25.3pp |
| Annual return | 16.47% | 25.34%-8.9pp | -15.16%+31.6pp | 28.90%-12.4pp |
| Employer contribution / active EE | $143 | $498-71.2% | $1,219-88.2% | $2,042-93.0% |
| Participant deferral / active EE | $600 | $1,028-41.7% | $1,806-66.8% | $3,169-81.1% |
| Admin fee / account holder | $11 | $299-96.2% | $2,320-99.5% | $479-97.6% |