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 | $1,393 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,822 | $105,181-22.2% | $159,436-48.7% | $85,850-4.7% |
| Participation rate | 55.8% | 75.8%-20.0pp | 82.8%-27.1pp | 69.3%-13.5pp |
| Annual return | 13.90% | 45.07%-31.2pp | 263.57%-249.7pp | 318.53%-304.6pp |
| Employer contribution / active EE | $2,628 | $3,318-20.8% | $4,829-45.6% | $2,565+2.4% |
| Participant deferral / active EE | $5,107 | $5,945-14.1% | $7,352-30.5% | $3,952+29.2% |
| Admin fee / account holder | $20 | $6,933-99.7% | $10,799-99.8% | $6,260-99.7% |