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 ADVISORS3+ years Service code 26 · EIN 46-3974081 | Advisory (Participants) | $32,286 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $1,610 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 49 · EIN 36-3429599 | Other Services | $20 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
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 | $90,412 | $75,284+20.1% | $91,001-0.6% | $69,631+29.8% |
| Participation rate | 81.4% | 80.4%+1.0pp | 75.6%+5.8pp | 70.7%+10.7pp |
| Annual return | 17.40% | 48.40%-31.0pp | 4.60%+12.8pp | 27571.02%-27553.6pp |
| Employer contribution / active EE | $1,256 | $2,473-49.2% | $2,456-48.8% | $2,032-38.2% |
| Participant deferral / active EE | $4,059 | $3,700+9.7% | $3,547+14.4% | $3,224+25.9% |
| Admin fee / account holder | $98 | $111-11.8% | $5,417-98.2% | $110-11.7% |