See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $7,678 |
Filed as: MESIROW FINANCIAL INVEST MGT, INC. Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,725 | $50,464-72.8% | $75,781-81.9% | $52,331-73.8% |
| Participation rate | 59.7% | 66.8%-7.0pp | 75.8%-16.1pp | 68.1%-8.4pp |
| Annual return | 214.61% | 1.03%+213.6pp | 9.68%+204.9pp | 4.54%+210.1pp |
| Employer contribution / active EE | $1,785 | $1,988-10.2% | $3,323-46.3% | $1,882-5.1% |
| Participant deferral / active EE | $4,436 | $2,570+72.6% | $3,651+21.5% | $3,022+46.8% |
| Admin fee / account holder | $54 | $1,103-95.1% | $5,299-99.0% | $592-90.9% |