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 | $49,207 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 28 · EIN 13-5674085 | Investment Management | $17,855 |
THE BENEFIT PRACTICE5+ years Service code 15 · EIN 13-4144565 | Recordkeeping | $7,945 |
Filed as: MESIROW FINANCIAL INVESTMENT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
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 | $28,003 | $52,953-47.1% | $172,739-83.8% | $65,185-57.0% |
| Participation rate | 89.8% | 66.2%+23.6pp | 82.6%+7.2pp | 70.2%+19.6pp |
| Annual return | 21.42% | 30.12%-8.7pp | 802.84%-781.4pp | 29.38%-8.0pp |
| Employer contribution / active EE | $1,251 | $2,190-42.9% | $5,143-75.7% | $2,177-42.5% |
| Participant deferral / active EE | $2,046 | $2,471-17.2% | $5,198-60.6% | $3,514-41.8% |
| Admin fee / account holder | $227 | $472-51.9% | $13,954-98.4% | $847-73.2% |