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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $8,786 |
Service code 27 · EIN 36-3429599 | Advisory (Plan) | $22 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,144 | $39,859+3.2% | $78,689-47.7% | $57,658-28.6% |
| Participation rate | 38.2% | 66.1%-27.9pp | 73.6%-35.4pp | 70.2%-32.0pp |
| Annual return | 6.52% | 18.96%-12.4pp | 62.18%-55.7pp | 5.13%+1.4pp |
| Employer contribution / active EE | $685 | $1,786-61.6% | $2,851-76.0% | $1,974-65.3% |
| Participant deferral / active EE | $875 | $2,248-61.1% | $3,517-75.1% | $3,061-71.4% |
| Admin fee / account holder | $29 | $76-61.9% | $4,510-99.4% | $95-69.3% |