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 | $5,302 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 49 · EIN 36-3429599 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $4,923 | $35,123-86.0% | $93,406-94.7% | $73,409-93.3% |
| Participation rate | 92.8% | 68.3%+24.5pp | 66.8%+26.0pp | 72.2%+20.6pp |
| Annual return | 27.61% | 18.89%+8.7pp | 78.05%-50.4pp | 59.29%-31.7pp |
| Employer contribution / active EE | $338 | $1,247-72.9% | $2,075-83.7% | $2,234-84.9% |
| Participant deferral / active EE | $857 | $2,249-61.9% | $3,126-72.6% | $3,805-77.5% |
| Admin fee / account holder | $16 | $108-85.4% | $5,230-99.7% | $158-90.0% |