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 | $877 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
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 | $77,499 | $73,102+6.0% | $123,544-37.3% | $56,287+37.7% |
| Participation rate | 82.7% | 74.3%+8.4pp | 82.3%+0.4pp | 69.9%+12.9pp |
| Annual return | 7.83% | 3.01%+4.8pp | 119.20%-111.4pp | -9.96%+17.8pp |
| Employer contribution / active EE | $1,920 | $2,977-35.5% | $4,628-58.5% | $2,111-9.0% |
| Participant deferral / active EE | $5,908 | $5,423+8.9% | $6,426-8.1% | $3,350+76.4% |
| Admin fee / account holder | $6 | $554-98.8% | $9,284-99.9% | $521-98.8% |