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 | $15,137 |
MAY & COMPANY LLP5+ years Filed as: MAY & CO Service code 50 · EIN 64-0900153 | Direct Payment | $9,000 |
Service code 49 · EIN 36-3429599 | Other Services | $52 |
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,946 | $72,277+38.3% | $101,248-1.3% | $79,858+25.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 13.69% | 22.30%-8.6pp | 46.47%-32.8pp | 31.71%-18.0pp |
| Employer contribution / active EE | $2,049 | $2,692-23.9% | $3,660-44.0% | $2,471-17.1% |
| Participant deferral / active EE | $4,493 | $3,282+36.9% | $4,370+2.8% | $3,740+20.1% |
| Admin fee / account holder | $494 | $4,400-88.8% | $5,945-91.7% | $5,306-90.7% |