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 |
|---|---|---|
Service code 10 · EIN 14-1619319 | Accounting | $17,500 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $350 |
Filed as: MESIROW FINANCIAL INVEST MGMT, INC. Service code 49 | Other Services | $20 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL INVEST MGMT, INC Service code 49 · EIN 36-3429599 | Other Services | $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 | $39,154 | $78,705-50.3% | $117,854-66.8% | $70,131-44.2% |
| Participation rate | 80.2% | 73.2%+7.0pp | 79.7%+0.5pp | 69.5%+10.7pp |
| Annual return | 13.45% | 23.30%-9.8pp | 335.08%-321.6pp | 73.14%-59.7pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,307 | $3,297-30.0% | $4,482-48.5% | $3,332-30.7% |
| Admin fee / account holder | $103 | $5,065-98.0% | $8,020-98.7% | $4,645-97.8% |