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 | $30,506 |
Filed as: MESIROW FINANCIAL INVESTMENT Service code 49 | Other Services | $26 |
Service code 49 · EIN 36-3429599 | Other Services | $20 |
Filed as: ENVESTMENT RETIREMENT SOLUTIONS Service code 27 | Advisory (Plan) | $0 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,698 | $73,638-62.4% | $95,952-71.1% | $73,488-62.3% |
| Participation rate | 97.4% | 76.2%+21.3pp | 77.1%+20.4pp | 70.7%+26.8pp |
| Annual return | 11.16% | 16.78%-5.6pp | 91.61%-80.5pp | 28.51%-17.4pp |
| Employer contribution / active EE | $1,257 | $1,863-32.5% | $2,541-50.5% | $2,270-44.6% |
| Participant deferral / active EE | $2,401 | $3,617-33.6% | $4,167-42.4% | $3,740-35.8% |
| Admin fee / account holder | $107 | $482-77.8% | $6,795-98.4% | $513-79.1% |