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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $482 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 28 · EIN 61-1732930 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $55,162 | $35,986+53.3% | $77,482-28.8% | $73,488-24.9% |
| Participation rate | 28.1% | 40.8%-12.7pp | 54.2%-26.1pp | 70.7%-42.6pp |
| Annual return | 19.23% | 19.26%0pp | 54.79%-35.6pp | 28.51%-9.3pp |
| Employer contribution / active EE | $263 | $557-52.9% | $986-73.4% | $2,270-88.4% |
| Participant deferral / active EE | $625 | $1,198-47.8% | $1,861-66.4% | $3,740-83.3% |
| Admin fee / account holder | $22 | $466-95.2% | $2,858-99.2% | $513-95.6% |