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 | $6,738 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MGT Service code 49 · EIN 36-3429599 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $9,287 | $47,977-80.6% | $154,107-94.0% | $56,287-83.5% |
| Participation rate | 52.1% | 66.2%-14.1pp | 83.0%-30.9pp | 69.9%-17.8pp |
| Annual return | -7.49% | 3.54%-11.0pp | 735.12%-742.6pp | -9.96%+2.5pp |
| Employer contribution / active EE | $482 | $2,169-77.8% | $5,298-90.9% | $2,111-77.2% |
| Participant deferral / active EE | $998 | $2,392-58.3% | $5,081-80.4% | $3,350-70.2% |
| Admin fee / account holder | $5 | $438-98.9% | $13,411-100.0% | $521-99.0% |