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 9-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 | $24,935 |
Filed as: MESIROW FINANCIAL INV MGMT INC Service code 27 · EIN 36-3429599 | Advisory (Plan) | $22 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,200 | $63,924-46.5% | $108,579-68.5% | $55,167-38.0% |
| Participation rate | 91.7% | 74.3%+17.3pp | 79.6%+12.1pp | 69.0%+22.7pp |
| Annual return | 4.46% | 15.31%-10.8pp | -51.70%+56.2pp | 169.23%-164.8pp |
| Employer contribution / active EE | $0 | $1,879-100.0% | $3,758-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,421 | $3,067+11.6% | $4,311-20.6% | $3,054+12.0% |
| Admin fee / account holder | $126 | $618-79.6% | $7,645-98.4% | $504-75.0% |