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 | $1,994 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,125 | $61,052+0.1% | $142,863-57.2% | $79,386-23.0% |
| Participation rate | 80.6% | 60.1%+20.5pp | 71.9%+8.7pp | 70.7%+9.9pp |
| Annual return | 11.38% | 16.02%-4.6pp | 5637.54%-5626.2pp | 116.85%-105.5pp |
| Employer contribution / active EE | $2,058 | $1,481+39.0% | $4,144-50.3% | $2,427-15.2% |
| Participant deferral / active EE | $3,762 | $2,879+30.6% | $3,837-2.0% | $4,046-7.0% |
| Admin fee / account holder | $14 | $659-97.8% | $6,560-99.8% | $626-97.7% |