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 | $660 |
Filed as: ENVESTNET Service code 27 · EIN 04-1590850 | 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 | $58,983 | $63,114-6.5% | $92,893-36.5% | $65,185-9.5% |
| Participation rate | 66.3% | 68.8%-2.4pp | 76.0%-9.7pp | 70.2%-3.9pp |
| Annual return | 4.32% | 28.75%-24.4pp | 109.41%-105.1pp | 29.38%-25.1pp |
| Employer contribution / active EE | $887 | $2,571-65.5% | $3,653-75.7% | $2,177-59.3% |
| Participant deferral / active EE | $3,092 | $3,108-0.5% | $4,236-27.0% | $3,514-12.0% |
| Admin fee / account holder | $5 | $624-99.2% | $5,794-99.9% | $847-99.4% |