Filed August 5, 2026 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $2,553 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,801 | $53,901-24.3% | $134,143-69.6% | $73,488-44.5% |
| Participation rate | 98.7% | 62.8%+35.9pp | 72.2%+26.5pp | 70.7%+28.0pp |
| Annual return | 6.61% | 15.82%-9.2pp | 36.33%-29.7pp | 28.51%-21.9pp |
| Employer contribution / active EE | $1,424 | $1,458-2.4% | $3,704-61.6% | $2,270-37.3% |
| Participant deferral / active EE | $2,795 | $2,739+2.0% | $3,499-20.1% | $3,740-25.3% |
| Admin fee / account holder | $14 | $581-97.5% | $6,684-99.8% | $513-97.2% |