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 27 · EIN 13-2638166 | Advisory (Plan) | $9,422 |
Service code 13 · EIN 27-0293282 | Contract Administrator | $3,927 |
Filed as: MASSMUTUAL LIVE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $1,680 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 49 · EIN 36-3429599 | Other Services | $0 |
UBS FINANCIAL SERVICES INC2 years 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,120 | $58,879-38.7% | $178,490-79.8% | $73,488-50.8% |
| Participation rate | 35.5% | 66.2%-30.7pp | 81.9%-46.4pp | 70.7%-35.2pp |
| Annual return | 18.53% | 24.86%-6.3pp | 151.07%-132.5pp | 28.51%-10.0pp |
| Employer contribution / active EE | $421 | $2,236-81.2% | $5,011-91.6% | $2,270-81.4% |
| Participant deferral / active EE | $2,723 | $2,567+6.1% | $5,202-47.7% | $3,740-27.2% |
| Admin fee / account holder | $61 | $400-84.8% | $13,984-99.6% | $513-88.1% |