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 9-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 |
|---|---|---|
Service code 13 · EIN 27-0293282 | Contract Administrator | $3,846 |
Filed as: MASSMUTUAL LIVE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $1,262 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 49 · EIN 36-3429599 | Other Services | $0 |
Filed as: UBS FINANCIAL SVCS INS AGCY Service code 27 · EIN 51-0120742 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,758 | $52,953-49.5% | $172,739-84.5% | $65,185-59.0% |
| Participation rate | 41.5% | 66.2%-24.7pp | 82.6%-41.1pp | 70.2%-28.7pp |
| Annual return | 31.97% | 30.12%+1.8pp | 802.84%-770.9pp | 29.38%+2.6pp |
| Employer contribution / active EE | $626 | $2,190-71.4% | $5,143-87.8% | $2,177-71.3% |
| Participant deferral / active EE | $3,238 | $2,471+31.1% | $5,198-37.7% | $3,514-7.8% |
| Admin fee / account holder | $53 | $472-88.8% | $13,954-99.6% | $847-93.8% |