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 INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $92 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 | Advisory (Plan) | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,342 | $55,453-59.7% | $170,442-86.9% | $62,292-64.1% |
| Participation rate | 36.4% | 66.4%-30.0pp | 83.6%-47.2pp | 69.5%-33.1pp |
| Annual return | 17.05% | 21.38%-4.3pp | 205.93%-188.9pp | 28.90%-11.8pp |
| Employer contribution / active EE | $595 | $2,164-72.5% | $5,433-89.0% | $2,042-70.9% |
| Participant deferral / active EE | $991 | $2,303-57.0% | $4,939-79.9% | $3,169-68.7% |
| Admin fee / account holder | $1 | $455-99.8% | $13,880-100.0% | $479-99.8% |