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 | $3,342 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 | Indirect Investment Fees | $0 |
Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT 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 | $85,984 | $54,320+58.3% | $67,652+27.1% | $52,331+64.3% |
| Participation rate | 79.7% | 73.6%+6.1pp | 75.7%+4.0pp | 68.1%+11.5pp |
| Annual return | 0.46% | 6.81%-6.3pp | 6625.04%-6624.6pp | 4.54%-4.1pp |
| Employer contribution / active EE | $2,509 | $1,544+62.5% | $2,266+10.7% | $1,882+33.3% |
| Participant deferral / active EE | $4,828 | $2,950+63.7% | $3,560+35.6% | $3,022+59.8% |
| Admin fee / account holder | $22 | $527-95.8% | $4,821-99.5% | $592-96.2% |