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 |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO Service code 25 · EIN 95-1411037 | Directed Trustee | $1,500 |
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $311 |
Filed as: MESIROW FINANCIAL INVEST MGMT, INC. Service code 27 · EIN 36-3429599 | Advisory (Plan) | $18 |
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 | $68,326 | $53,412+27.9% | $68,509-0.3% | $52,331+30.6% |
| Participation rate | 79.1% | 71.7%+7.4pp | 74.7%+4.4pp | 68.1%+11.0pp |
| Annual return | 2.16% | 3.42%-1.3pp | 8.27%-6.1pp | 4.54%-2.4pp |
| Employer contribution / active EE | $361 | $1,607-77.5% | $2,278-84.1% | $1,882-80.8% |
| Participant deferral / active EE | $3,182 | $2,688+18.4% | $3,382-5.9% | $3,022+5.3% |
| Admin fee / account holder | $11 | $461-97.7% | $5,275-99.8% | $592-98.2% |