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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $5,422 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,231 | $29,369-31.1% | $77,482-73.9% | $73,409-72.4% |
| Participation rate | 23.6% | 37.9%-14.4pp | 54.2%-30.6pp | 72.2%-48.6pp |
| Annual return | 8.47% | 358.15%-349.7pp | 54.79%-46.3pp | 59.29%-50.8pp |
| Employer contribution / active EE | $357 | $406-12.1% | $986-63.8% | $2,234-84.0% |
| Participant deferral / active EE | $640 | $941-32.0% | $1,861-65.6% | $3,805-83.2% |
| Admin fee / account holder | $115 | $123-5.9% | $2,858-96.0% | $158-26.9% |