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 04-1590850 | Recordkeeping | $586 |
Filed as: MESIROW INVESTMENT MGMT Service code 27 | Advisory (Plan) | $22 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $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 | $43,857 | $58,828-25.4% | $77,999-43.8% | $62,891-30.3% |
| Participation rate | 77.0% | 71.1%+6.0pp | 75.5%+1.5pp | 69.3%+7.7pp |
| Annual return | 6.61% | 17.16%-10.5pp | 425.96%-419.4pp | 20.14%-13.5pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,373 | $2,686+25.6% | $3,497-3.5% | $3,203+5.3% |
| Admin fee / account holder | $7 | $4,393-99.8% | $5,480-99.9% | $4,296-99.8% |