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 | $2,523 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 61-1732930 | 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 | $67,538 | $63,114+7.0% | $92,893-27.3% | $65,185+3.6% |
| Participation rate | 92.9% | 68.8%+24.1pp | 76.0%+16.9pp | 70.2%+22.7pp |
| Annual return | 21.00% | 28.75%-7.8pp | 109.41%-88.4pp | 29.38%-8.4pp |
| Employer contribution / active EE | $1,025 | $2,571-60.1% | $3,653-71.9% | $2,177-52.9% |
| Participant deferral / active EE | $4,364 | $3,108+40.4% | $4,236+3.0% | $3,514+24.2% |
| Admin fee / account holder | $20 | $624-96.8% | $5,794-99.7% | $847-97.6% |