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 |
|---|---|---|
Service code 63 · EIN 82-3719843 | 12b-1 Fees | $5,153 |
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $2,178 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH I Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MGT, I Service code 52 · EIN 36-3429599 | Indirect Investment Fees | $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 | $69,289 | $58,083+19.3% | $80,019-13.4% | $56,287+23.1% |
| Participation rate | 93.3% | 73.6%+19.7pp | 75.8%+17.5pp | 69.9%+23.5pp |
| Annual return | -3.96% | 34.61%-38.6pp | 11.22%-15.2pp | -9.96%+6.0pp |
| Employer contribution / active EE | $549 | $1,932-71.6% | $2,468-77.8% | $2,111-74.0% |
| Participant deferral / active EE | $4,088 | $3,135+30.4% | $3,686+10.9% | $3,350+22.0% |
| Admin fee / account holder | $25 | $623-96.0% | $6,521-99.6% | $521-95.2% |