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 | $3,192 |
Filed as: MESIROW FINANCIAL INVESTMENT MGT Service code 49 · EIN 36-3429599 | Other Services | $22 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $18,548 | $50,898-63.6% | $171,082-89.2% | $55,167-66.4% |
| Participation rate | 53.6% | 63.3%-9.7pp | 76.7%-23.1pp | 69.0%-15.4pp |
| Annual return | 10.29% | 15.34%-5.1pp | 32.56%-22.3pp | 169.23%-158.9pp |
| Employer contribution / active EE | $151 | $1,433-89.5% | $4,002-96.2% | $1,963-92.3% |
| Participant deferral / active EE | $1,737 | $2,994-42.0% | $4,797-63.8% | $3,054-43.1% |
| Admin fee / account holder | $37 | $500-92.7% | $8,520-99.6% | $504-92.7% |