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 | $15,473 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Service code 27 · EIN 36-3429599 | 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 | $21,665 | $57,921-62.6% | $84,750-74.4% | $57,658-62.4% |
| Participation rate | 56.8% | 72.9%-16.2pp | 76.6%-19.8pp | 70.2%-13.5pp |
| Annual return | 12.96% | 10.24%+2.7pp | 22.78%-9.8pp | 5.13%+7.8pp |
| Employer contribution / active EE | $1,873 | $2,598-27.9% | $3,574-47.6% | $1,974-5.1% |
| Participant deferral / active EE | $4,546 | $2,742+65.8% | $3,712+22.5% | $3,061+48.5% |
| Admin fee / account holder | $88 | $130-32.2% | $5,332-98.4% | $95-7.0% |