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 | $2,193 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 28 · EIN 61-1732930 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,627 | $43,133-12.8% | $89,391-57.9% | $73,488-48.8% |
| Participation rate | 35.6% | 55.0%-19.3pp | 68.0%-32.4pp | 70.7%-35.1pp |
| Annual return | 24.08% | 135.66%-111.6pp | 245.62%-221.5pp | 28.51%-4.4pp |
| Employer contribution / active EE | $387 | $1,438-73.1% | $2,586-85.0% | $2,270-82.9% |
| Participant deferral / active EE | $986 | $2,445-59.7% | $3,890-74.6% | $3,740-73.6% |
| Admin fee / account holder | $20 | $444-95.4% | $4,881-99.6% | $513-96.0% |