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 | $645 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $21 |
Filed as: MESIROW FINANCIAL INVESTMENT Service code 49 | Other Services | $20 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 | Advisory (Plan) | $0 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT, INC Service code 49 · EIN 36-3429599 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,529 | $89,739-54.8% | $149,718-72.9% | $62,292-34.9% |
| Participation rate | 96.6% | 85.1%+11.4pp | 87.1%+9.5pp | 69.5%+27.0pp |
| Annual return | 14.79% | 21.01%-6.2pp | 1501.63%-1486.8pp | 28.90%-14.1pp |
| Employer contribution / active EE | $729 | $3,233-77.5% | $5,445-86.6% | $2,042-64.3% |
| Participant deferral / active EE | $3,552 | $4,797-26.0% | $6,569-45.9% | $3,169+12.1% |
| Admin fee / account holder | $4 | $551-99.3% | $11,283-100.0% | $479-99.1% |