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 64 · EIN 04-1590850 | Recordkeeping Fees | $29,571 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $14,256 |
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.)
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 | $114,448 | $49,227+132.5% | $70,449+62.5% | $79,858+43.3% |
| Participation rate | 44.9% | 69.2%-24.2pp | 75.1%-30.1pp | 69.6%-24.7pp |
| Annual return | 12.16% | 30.06%-17.9pp | 109.03%-96.9pp | 31.71%-19.6pp |
| Employer contribution / active EE | $3,497 | $2,099+66.6% | $2,737+27.8% | $2,471+41.5% |
| Participant deferral / active EE | $7,035 | $2,768+154.2% | $3,709+89.7% | $3,740+88.1% |
| Admin fee / account holder | $383 | $2,878-86.7% | $3,845-90.0% | $5,306-92.8% |