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 | $575 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $52,923 | $63,924-17.2% | $108,579-51.3% | $55,167-4.1% |
| Participation rate | 38.3% | 74.3%-36.0pp | 79.6%-41.2pp | 69.0%-30.7pp |
| Annual return | 7.07% | 15.31%-8.2pp | -51.70%+58.8pp | 169.23%-162.2pp |
| Employer contribution / active EE | $952 | $1,879-49.4% | $3,758-74.7% | $1,963-51.5% |
| Participant deferral / active EE | $2,224 | $3,067-27.5% | $4,311-48.4% | $3,054-27.2% |
| Admin fee / account holder | $6 | $618-99.1% | $7,645-99.9% | $504-98.9% |