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 | $1,858 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT. Service code 49 · EIN 36-3429599 | Other Services | $20 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,479 | $71,192-19.3% | $117,854-51.2% | $62,292-7.7% |
| Participation rate | 39.1% | 74.2%-35.1pp | 79.7%-40.6pp | 69.5%-30.4pp |
| Annual return | 19.84% | 18.66%+1.2pp | 335.08%-315.2pp | 28.90%-9.1pp |
| Employer contribution / active EE | $1,321 | $1,934-31.7% | $3,786-65.1% | $2,042-35.3% |
| Participant deferral / active EE | $2,802 | $3,189-12.1% | $4,482-37.5% | $3,169-11.6% |
| Admin fee / account holder | $11 | $587-98.1% | $8,020-99.9% | $479-97.7% |