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 | $3,472 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
Filed as: ENVESTNET RETRIEMENT SOLUTIONS, LLC Service code 28 | Investment Management | $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.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,494 | $37,196-61.0% | $154,107-90.6% | $55,725-74.0% |
| Participation rate | 23.0% | 64.1%-41.1pp | 83.0%-60.1pp | 70.9%-47.9pp |
| Annual return | 6.80% | 1319.68%-1312.9pp | 735.12%-728.3pp | 244.93%-238.1pp |
| Employer contribution / active EE | $297 | $1,614-81.6% | $5,298-94.4% | $2,078-85.7% |
| Participant deferral / active EE | $509 | $2,068-75.4% | $5,081-90.0% | $3,356-84.8% |
| Admin fee / account holder | $57 | $102-44.2% | $13,411-99.6% | $115-50.8% |