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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $1,120 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $21 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 | Advisory (Plan) | $0 |
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 | $64,022 | $51,466+24.4% | $78,778-18.7% | $62,292+2.8% |
| Participation rate | 93.4% | 59.8%+33.6pp | 69.2%+24.2pp | 69.5%+23.9pp |
| Annual return | 19.67% | 19.96%-0.3pp | 35.62%-16.0pp | 28.90%-9.2pp |
| Employer contribution / active EE | $1,234 | $827+49.2% | $1,986-37.8% | $2,042-39.6% |
| Participant deferral / active EE | $3,596 | $2,147+67.5% | $2,958+21.6% | $3,169+13.5% |
| Admin fee / account holder | $5 | $489-99.0% | $5,134-99.9% | $479-99.0% |