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 INS. CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $3,870 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,723 | $61,156-79.2% | $185,823-93.2% | $79,386-84.0% |
| Participation rate | 91.5% | 66.6%+24.9pp | 81.7%+9.8pp | 70.7%+20.8pp |
| Annual return | 19.26% | 19.45%-0.2pp | 122.05%-102.8pp | 116.85%-97.6pp |
| Employer contribution / active EE | $2,319 | $2,321-0.1% | $5,167-55.1% | $2,427-4.5% |
| Participant deferral / active EE | $2,202 | $2,789-21.0% | $5,568-60.4% | $4,046-45.6% |
| Admin fee / account holder | $13 | $710-98.2% | $16,237-99.9% | $626-97.9% |