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 | $620 |
Filed as: MESIROW FINANCIAL INVESTMENT Service code 27 | Advisory (Plan) | $0 |
Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $37,293 | $63,924-41.7% | $108,579-65.7% | $55,167-32.4% |
| Participation rate | 60.6% | 74.3%-13.7pp | 79.6%-19.0pp | 69.0%-8.4pp |
| Annual return | 8.06% | 15.31%-7.3pp | -51.70%+59.8pp | 169.23%-161.2pp |
| Employer contribution / active EE | $790 | $1,879-57.9% | $3,758-79.0% | $1,963-59.7% |
| Participant deferral / active EE | $1,226 | $3,067-60.0% | $4,311-71.6% | $3,054-59.8% |
| Admin fee / account holder | $6 | $618-99.0% | $7,645-99.9% | $504-98.7% |