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 |
|---|---|---|
Service code 10 · EIN 27-1235638 | Accounting | $3,171 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $1,187 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $39,647 | $58,726-32.5% | $92,233-57.0% | $62,292-36.4% |
| Participation rate | 79.5% | 68.3%+11.2pp | 76.5%+3.1pp | 69.5%+10.0pp |
| Annual return | 18.23% | 43.62%-25.4pp | 176.28%-158.1pp | 28.90%-10.7pp |
| Employer contribution / active EE | $1,982 | $2,392-17.2% | $3,679-46.1% | $2,042-3.0% |
| Participant deferral / active EE | $4,081 | $2,766+47.6% | $3,897+4.7% | $3,169+28.8% |
| Admin fee / account holder | $38 | $556-93.2% | $5,194-99.3% | $479-92.2% |