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 |
|---|---|---|
Service code 27 | Advisory (Plan) | $18 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
Filed as: MESIROW FINANCIAL INVESTMENTS Service code 27 · EIN 36-3429599 | 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 | $36,437 | $52,884-31.1% | $84,750-57.0% | $55,167-34.0% |
| Participation rate | 96.0% | 67.5%+28.4pp | 76.6%+19.4pp | 69.0%+27.0pp |
| Annual return | 3.85% | 18.03%-14.2pp | 22.78%-18.9pp | 169.23%-165.4pp |
| Employer contribution / active EE | $2,023 | $2,233-9.4% | $3,574-43.4% | $1,963+3.1% |
| Participant deferral / active EE | $2,407 | $2,644-9.0% | $3,712-35.1% | $3,054-21.2% |
| Admin fee / account holder | $0 | $581-100.0% | $5,332-100.0% | $504-100.0% |