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 8-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 INS. CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $88,830 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 26 · EIN 61-1732930 | Advisory (Participants) | $3 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-6872063 | Indirect Investment Fees | $0 |
ERISA SERVICES, INC.2 years Service code 13 · EIN 62-1200951 | Contract Administrator | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 | Indirect Investment Fees | $0 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $7,513 | $73,404-89.8% | $87,100-91.4% | $67,579-88.9% |
| Participation rate | 67.0% | 80.9%-13.9pp | 76.9%-9.9pp | 71.3%-4.3pp |
| Annual return | 26.57% | 48.29%-21.7pp | 28.19%-1.6pp | 378.56%-352.0pp |
| Employer contribution / active EE | $606 | $2,014-69.9% | $2,521-76.0% | $2,148-71.8% |
| Participant deferral / active EE | $1,332 | $3,913-66.0% | $4,049-67.1% | $3,539-62.4% |
| Admin fee / account holder | $91 | $142-35.6% | $7,497-98.8% | $142-35.9% |