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: MASS MUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $2,557 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
Service code 27 | Advisory (Plan) | $0 |
Annual investment return 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 | $26,541 | $155,795-83.0% | $136,294-80.5% | $69,631-61.9% |
| Participation rate | 94.9% | 75.2%+19.7pp | 81.9%+13.0pp | 70.7%+24.2pp |
| Annual return | 15.11% | 232464.33%-232449.2pp | 5155.94%-5140.8pp | 27571.02%-27555.9pp |
| Employer contribution / active EE | $1,723 | $2,991-42.4% | $4,695-63.3% | $2,032-15.2% |
| Participant deferral / active EE | $2,625 | $5,394-51.3% | $6,247-58.0% | $3,224-18.6% |
| Admin fee / account holder | $4 | $128-97.2% | $9,243-100.0% | $110-96.8% |