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 | $2,959 |
Service code 49 · EIN 36-3429599 | Other Services | $20 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Service code 27 | 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 | $37,447 | $51,466-27.2% | $78,778-52.5% | $62,292-39.9% |
| Participation rate | 90.3% | 59.8%+30.5pp | 69.2%+21.1pp | 69.5%+20.8pp |
| Annual return | 14.44% | 19.96%-5.5pp | 35.62%-21.2pp | 28.90%-14.5pp |
| Employer contribution / active EE | $982 | $827+18.7% | $1,986-50.6% | $2,042-51.9% |
| Participant deferral / active EE | $1,884 | $2,147-12.3% | $2,958-36.3% | $3,169-40.6% |
| Admin fee / account holder | $16 | $489-96.8% | $5,134-99.7% | $479-96.7% |