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 | $1,500 |
Filed as: MESIROW FINANCIAL INVESTMNT MNGMT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL INVETMENT MNGMT Service code 27 | Advisory (Plan) | $0 |
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 | $56,702 | $39,245+44.5% | $64,105-11.5% | $52,331+8.4% |
| Participation rate | 89.7% | 58.2%+31.4pp | 68.2%+21.5pp | 68.1%+21.6pp |
| Annual return | -1.18% | 14.79%-16.0pp | 791.24%-792.4pp | 4.54%-5.7pp |
| Employer contribution / active EE | $1,375 | $736+86.7% | $1,820-24.5% | $1,882-26.9% |
| Participant deferral / active EE | $4,126 | $1,992+107.2% | $2,822+46.2% | $3,022+36.5% |
| Admin fee / account holder | $8 | $592-98.7% | $4,499-99.8% | $592-98.7% |