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 | $3,634 |
RELIANCE TRUST COMPANY1+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $400 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $26,619 | $57,096-53.4% | $94,224-71.7% | $55,191-51.8% |
| Participation rate | 67.3% | 75.7%-8.4pp | 78.8%-11.5pp | 69.2%-1.9pp |
| Annual return | -1.83% | 159.65%-161.5pp | 10.68%-12.5pp | 10.78%-12.6pp |
| Employer contribution / active EE | $1,423 | $1,708-16.7% | $3,587-60.3% | $1,899-25.1% |
| Participant deferral / active EE | $2,362 | $3,165-25.4% | $4,320-45.3% | $3,046-22.5% |
| Admin fee / account holder | $12 | $89-86.9% | $6,269-99.8% | $91-87.1% |