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 |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $16,459 |
Service code 13 · EIN 27-0293282 | Contract Administrator | $6,472 |
Filed as: MASSMUTUAL MUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $3,600 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 49 · EIN 36-3429599 | Other Services | $0 |
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 | $19,248 | $89,652-78.5% | $141,162-86.4% | $65,185-70.5% |
| Participation rate | 96.2% | 74.7%+21.5pp | 82.5%+13.7pp | 70.2%+26.0pp |
| Annual return | 34.32% | 32.79%+1.5pp | 71.39%-37.1pp | 29.38%+4.9pp |
| Employer contribution / active EE | $795 | $3,065-74.1% | $4,735-83.2% | $2,177-63.5% |
| Participant deferral / active EE | $4,047 | $5,691-28.9% | $6,709-39.7% | $3,514+15.2% |
| Admin fee / account holder | $94 | $569-83.5% | $10,261-99.1% | $847-88.9% |