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 | $9,626 |
Service code 49 · EIN 36-3429599 | Other Services | $23 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 28 · EIN 61-1732930 | Investment Management | $0 |
Service code 28 | Investment Management | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,785 | $92,897-61.5% | $90,782-60.6% | $56,287-36.4% |
| Participation rate | 83.3% | 80.7%+2.6pp | 82.7%+0.6pp | 69.9%+13.4pp |
| Annual return | -3.05% | -2.59%-0.5pp | -3.42%+0.4pp | -9.96%+6.9pp |
| Employer contribution / active EE | $990 | $3,871-74.4% | $4,105-75.9% | $2,111-53.1% |
| Participant deferral / active EE | $3,019 | $5,551-45.6% | $5,366-43.7% | $3,350-9.9% |
| Admin fee / account holder | $46 | $440-89.5% | $5,908-99.2% | $521-91.1% |