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 | $1,230 |
Service code 49 | Other Services | $22 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MANAG Service code 49 · EIN 36-3429599 | Other Services | $0 |
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 | $70,812 | $42,548+66.4% | $74,550-5.0% | $56,287+25.8% |
| Participation rate | 90.4% | 60.5%+30.0pp | 69.1%+21.3pp | 69.9%+20.6pp |
| Annual return | -2.91% | 12.40%-15.3pp | 32.53%-35.4pp | -9.96%+7.0pp |
| Employer contribution / active EE | $1,570 | $855+83.6% | $1,961-20.0% | $2,111-25.6% |
| Participant deferral / active EE | $4,798 | $2,277+110.7% | $3,108+54.4% | $3,350+43.2% |
| Admin fee / account holder | $6 | $467-98.6% | $5,060-99.9% | $521-98.8% |