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 | $3,311 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,233 | $46,297-47.7% | $71,671-66.2% | $62,292-61.1% |
| Participation rate | 60.9% | 60.6%+0.3pp | 68.7%-7.9pp | 69.5%-8.6pp |
| Annual return | 18.06% | 22.32%-4.3pp | 20.65%-2.6pp | 28.90%-10.8pp |
| Employer contribution / active EE | $1,185 | $1,412-16.1% | $2,460-51.8% | $2,042-42.0% |
| Participant deferral / active EE | $2,070 | $2,235-7.4% | $3,438-39.8% | $3,169-34.7% |
| Admin fee / account holder | $19 | $461-95.8% | $5,558-99.7% | $479-96.0% |