See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $884 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Service code 27 | Advisory (Plan) | $0 |
Service code 27 · EIN 36-3429599 | 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 | $73,903 | $80,753-8.5% | $136,294-45.8% | $62,292+18.6% |
| Participation rate | 86.7% | 73.5%+13.2pp | 81.9%+4.8pp | 69.5%+17.2pp |
| Annual return | 19.40% | 35.83%-16.4pp | 5155.94%-5136.5pp | 28.90%-9.5pp |
| Employer contribution / active EE | $2,058 | $2,884-28.6% | $4,695-56.2% | $2,042+0.8% |
| Participant deferral / active EE | $6,061 | $5,164+17.4% | $6,247-3.0% | $3,169+91.2% |
| Admin fee / account holder | $7 | $525-98.7% | $9,243-99.9% | $479-98.5% |