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 |
|---|---|---|
FINANCIAL FREEDOM ADVISORS2+ years Service code 26 · EIN 12-8422799 | Advisory (Participants) | $28,586 |
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $1,260 |
Filed as: MESIROW FINANCIAL INVEST MGMT, INC. Service code 49 · EIN 36-3429599 | Other Services | $22 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $78,112 | $74,024+5.5% | $77,999+0.1% | $57,658+35.5% |
| Participation rate | 84.5% | 79.7%+4.7pp | 75.5%+8.9pp | 70.2%+14.2pp |
| Annual return | 6.39% | 12.14%-5.8pp | 425.96%-419.6pp | 5.13%+1.3pp |
| Employer contribution / active EE | $1,162 | $2,365-50.9% | $2,470-52.9% | $1,974-41.1% |
| Participant deferral / active EE | $4,199 | $3,533+18.9% | $3,497+20.1% | $3,061+37.2% |
| Admin fee / account holder | $111 | $93+19.0% | $5,480-98.0% | $95+17.4% |