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 INS CO Service code 13 · EIN 04-1590850 | Contract Administrator | $63,819 |
TIAA1 year Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $11,946 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS LLP Service code 10 · EIN 44-0160260 | Accounting | $6,864 |
WINTRUST INVESTMENTS LLC4 years Filed as: WINTRUST INVESTMENTS, LLC Service code 28 · EIN 36-1245570 | Investment Management | $6,531 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,696 | $47,722-14.7% | $82,719-50.8% | $64,808-37.2% |
| Participation rate | 98.2% | 67.6%+30.5pp | 72.6%+25.6pp | 71.5%+26.7pp |
| Annual return | -11.85% | -13.05%+1.2pp | 701.18%-713.0pp | 32.82%-44.7pp |
| Employer contribution / active EE | $0 | $2,179-100.0% | $3,009-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $0 | $3,329-100.0% | $4,395-100.0% | $4,310-100.0% |
| Admin fee / account holder | $102 | $143-28.7% | $5,329-98.1% | $188-45.7% |