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 | $24,290 |
Service code 49 · EIN 36-3429599 | Other Services | $27 |
Filed as: ENVESTNET RETIREMENT SOLUTION Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $35,350 | $73,404-51.8% | $87,100-59.4% | $67,579-47.7% |
| Participation rate | 68.7% | 80.9%-12.2pp | 76.9%-8.2pp | 71.3%-2.6pp |
| Annual return | 26.54% | 48.29%-21.8pp | 28.19%-1.6pp | 378.56%-352.0pp |
| Employer contribution / active EE | $1,040 | $2,014-48.3% | $2,521-58.7% | $2,148-51.6% |
| Participant deferral / active EE | $1,975 | $3,913-49.5% | $4,049-51.2% | $3,539-44.2% |
| Admin fee / account holder | $108 | $142-23.7% | $7,497-98.6% | $142-24.1% |