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 9-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 | $5,691 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,834 | $65,376-85.0% | $87,100-88.7% | $65,185-84.9% |
| Participation rate | 75.6% | 75.3%+0.3pp | 76.9%-1.3pp | 70.2%+5.4pp |
| Annual return | 27.26% | 31.27%-4.0pp | 28.19%-0.9pp | 29.38%-2.1pp |
| Employer contribution / active EE | $424 | $1,822-76.7% | $2,521-83.2% | $2,177-80.5% |
| Participant deferral / active EE | $2,731 | $3,388-19.4% | $4,049-32.5% | $3,514-22.3% |
| Admin fee / account holder | $37 | $520-92.9% | $7,497-99.5% | $847-95.7% |