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 | $4,338 |
Service code 27 · EIN 36-3429599 | Advisory (Plan) | $22 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,852 | $61,616-64.5% | $105,722-79.3% | $55,167-60.4% |
| Participation rate | 69.9% | 72.9%-3.0pp | 78.9%-9.0pp | 69.0%+0.9pp |
| Annual return | 9.45% | 11.15%-1.7pp | 12.25%-2.8pp | 169.23%-159.8pp |
| Employer contribution / active EE | $1,521 | $3,043-50.0% | $4,079-62.7% | $1,963-22.5% |
| Participant deferral / active EE | $3,350 | $4,213-20.5% | $5,326-37.1% | $3,054+9.7% |
| Admin fee / account holder | $26 | $379-93.2% | $8,308-99.7% | $504-94.9% |