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 | $1,549 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
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 | $21,968 | $54,573-59.7% | $90,951-75.8% | $73,488-70.1% |
| Participation rate | 96.0% | 61.2%+34.8pp | 69.0%+27.0pp | 70.7%+25.3pp |
| Annual return | 16.77% | 16.69%+0.1pp | 134.60%-117.8pp | 28.51%-11.7pp |
| Employer contribution / active EE | $707 | $991-28.7% | $2,122-66.7% | $2,270-68.9% |
| Participant deferral / active EE | $4,070 | $2,517+61.7% | $3,373+20.7% | $3,740+8.8% |
| Admin fee / account holder | $8 | $521-98.4% | $5,959-99.9% | $513-98.4% |