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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590852 | Recordkeeping | $1,410 |
SCROGGINSGREAR, INC.1 year Service code 23 200 NORTHLAND BLVD · CINCINNATI, OH 45246 | Insurance services | $1,045 |
Filed as: MESIROW FINANCIAL INV. MGMT., INC. Service code 49 · EIN 36-3429599 | Other Services | $0 |
Filed as: MILLENNIUM TRUST COMPANY Service code 49 · EIN 36-4400066 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,594 | $69,362-6.9% | $101,248-36.2% | $73,488-12.1% |
| Participation rate | 67.0% | 68.4%-1.4pp | 75.8%-8.8pp | 70.7%-3.7pp |
| Annual return | 16.30% | 18.46%-2.2pp | 46.47%-30.2pp | 28.51%-12.2pp |
| Employer contribution / active EE | $1,977 | $2,628-24.8% | $3,660-46.0% | $2,270-12.9% |
| Participant deferral / active EE | $4,517 | $3,300+36.9% | $4,370+3.4% | $3,740+20.8% |
| Admin fee / account holder | $30 | $704-95.7% | $5,945-99.5% | $513-94.2% |