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 | $1,130 |
Service code 49 · EIN 36-3429599 | Other Services | $22 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
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 | $71,011 | $58,083+22.3% | $80,019-11.3% | $56,287+26.2% |
| Participation rate | 90.1% | 73.6%+16.5pp | 75.8%+14.3pp | 69.9%+20.3pp |
| Annual return | -5.70% | 34.61%-40.3pp | 11.22%-16.9pp | -9.96%+4.3pp |
| Employer contribution / active EE | $1,986 | $1,932+2.8% | $2,468-19.5% | $2,111-5.9% |
| Participant deferral / active EE | $3,324 | $3,135+6.0% | $3,686-9.8% | $3,350-0.8% |
| Admin fee / account holder | $10 | $623-98.4% | $6,521-99.9% | $521-98.1% |