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 | $1,941 |
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 | $61,107 | $31,424+94.5% | $81,478-25.0% | $69,631-12.2% |
| Participation rate | 54.6% | 50.8%+3.8pp | 68.0%-13.3pp | 70.7%-16.0pp |
| Annual return | 19.59% | 22.44%-2.8pp | 38.78%-19.2pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $1,430 | $1,029+39.0% | $2,568-44.3% | $2,032-29.6% |
| Participant deferral / active EE | $3,648 | $1,838+98.5% | $3,537+3.1% | $3,224+13.2% |
| Admin fee / account holder | $28 | $103-72.9% | $4,561-99.4% | $110-74.9% |