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 RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $0 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 55 · EIN 13-5674085 | Other Commissions | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MGT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,964 | $45,283-25.0% | $155,790-78.2% | $52,331-35.1% |
| Participation rate | 85.7% | 62.2%+23.5pp | 76.1%+9.6pp | 68.1%+17.6pp |
| Annual return | -0.52% | 1.80%-2.3pp | 71.54%-72.1pp | 4.54%-5.1pp |
| Employer contribution / active EE | $1,927 | $1,329+45.0% | $3,836-49.8% | $1,882+2.4% |
| Participant deferral / active EE | $3,272 | $2,854+14.6% | $4,797-31.8% | $3,022+8.3% |
| Admin fee / account holder | $0 | $981-100.0% | $7,478-100.0% | $592-100.0% |