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: MASS MUTUAL LIFE INSURANCE CO Service code 22 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,098 | $77,660-49.7% | $109,143-64.2% | $79,386-50.7% |
| Participation rate | 51.8% | 67.8%-16.0pp | 75.9%-24.1pp | 70.7%-18.9pp |
| Annual return | 11.41% | 23.44%-12.0pp | 25.75%-14.3pp | 116.85%-105.4pp |
| Employer contribution / active EE | $767 | $2,797-72.6% | $3,722-79.4% | $2,427-68.4% |
| Participant deferral / active EE | $1,896 | $3,518-46.1% | $4,653-59.3% | $4,046-53.1% |
| Admin fee / account holder | $36 | $732-95.1% | $6,752-99.5% | $626-94.3% |