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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 | $2,748 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,016 | $42,548-69.4% | $74,550-82.5% | $56,287-76.9% |
| Participation rate | 88.4% | 60.5%+27.9pp | 69.1%+19.2pp | 69.9%+18.5pp |
| Annual return | -8.74% | 12.40%-21.1pp | 32.53%-41.3pp | -9.96%+1.2pp |
| Employer contribution / active EE | $565 | $855-34.0% | $1,961-71.2% | $2,111-73.3% |
| Participant deferral / active EE | $3,061 | $2,277+34.4% | $3,108-1.5% | $3,350-8.6% |
| Admin fee / account holder | $18 | $467-96.2% | $5,060-99.7% | $521-96.6% |