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 | $49,237 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 49 · EIN 36-3429599 | Other Services | $26 |
Filed as: ENVESTMENT RETIREMENT SOLUTIONS, LL Service code 27 | Advisory (Plan) | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $76,361 | $136,307-44.0% | $177,821-57.1% | $73,488+3.9% |
| Participation rate | 87.9% | 86.1%+1.7pp | 87.7%+0.1pp | 70.7%+17.2pp |
| Annual return | 17.91% | 18.68%-0.8pp | 48.32%-30.4pp | 28.51%-10.6pp |
| Employer contribution / active EE | $1,614 | $3,712-56.5% | $5,918-72.7% | $2,270-28.9% |
| Participant deferral / active EE | $5,032 | $5,829-13.7% | $7,714-34.8% | $3,740+34.6% |
| Admin fee / account holder | $428 | $596-28.1% | $12,427-96.6% | $513-16.6% |