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 | $899 |
Filed as: ENVESTNET Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $59,673 | $79,523-25.0% | $140,016-57.4% | $56,287+6.0% |
| Participation rate | 67.8% | 85.7%-17.9pp | 87.5%-19.7pp | 69.9%-2.1pp |
| Annual return | -6.41% | 2.39%-8.8pp | 651.12%-657.5pp | -9.96%+3.5pp |
| Employer contribution / active EE | $1,584 | $3,350-52.7% | $5,606-71.7% | $2,111-25.0% |
| Participant deferral / active EE | $4,402 | $5,129-14.2% | $6,927-36.5% | $3,350+31.4% |
| Admin fee / account holder | $8 | $614-98.6% | $10,705-99.9% | $521-98.4% |