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 | $491 |
Filed as: ENVESTMET RETIREMENT SOLUTIONS, LLC Service code 27 | Advisory (Plan) | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL MGMT Service code 27 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,080 | $52,884-35.6% | $84,750-59.8% | $55,167-38.2% |
| Participation rate | 40.2% | 67.5%-27.3pp | 76.6%-36.4pp | 69.0%-28.8pp |
| Annual return | 8.53% | 18.03%-9.5pp | 22.78%-14.2pp | 169.23%-160.7pp |
| Employer contribution / active EE | $411 | $2,233-81.6% | $3,574-88.5% | $1,963-79.1% |
| Participant deferral / active EE | $1,520 | $2,644-42.5% | $3,712-59.0% | $3,054-50.2% |
| Admin fee / account holder | $8 | $581-98.7% | $5,332-99.9% | $504-98.5% |