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 Service code 15 · EIN 04-1590850 | Recordkeeping | $45,360 |
Filed as: MERRILL LYNCH LIFE AGENCY Service code 52 · EIN 13-2808480 | Indirect Investment Fees | $33,427 |
CONTINENTIAL BENEFITS GROUP3 years Service code 63 · EIN 82-3719843 | 12b-1 Fees | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MNGMT Service code 49 · EIN 36-3429599 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $99,098 | $70,908+39.8% | $98,907+0.2% | $73,488+34.8% |
| Participation rate | 96.6% | 73.8%+22.8pp | 76.0%+20.5pp | 70.7%+25.9pp |
| Annual return | 14.52% | 34.17%-19.6pp | 196.43%-181.9pp | 28.51%-14.0pp |
| Employer contribution / active EE | $836 | $2,036-59.0% | $2,689-68.9% | $2,270-63.2% |
| Participant deferral / active EE | $4,743 | $3,500+35.5% | $4,244+11.7% | $3,740+26.8% |
| Admin fee / account holder | $476 | $535-11.0% | $6,642-92.8% | $513-7.2% |