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 RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $612 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
Filed as: MML INVESTOR SERVICES, LLC Service code 53 · EIN 04-2746212 | Insurance Commissions | $0 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,748 | $58,828-63.0% | $77,999-72.1% | $62,891-65.4% |
| Participation rate | 54.2% | 71.1%-16.8pp | 75.5%-21.3pp | 69.3%-15.1pp |
| Annual return | 9.05% | 17.16%-8.1pp | 425.96%-416.9pp | 20.14%-11.1pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,463 | $2,686-45.5% | $3,497-58.2% | $3,203-54.3% |
| Admin fee / account holder | $8 | $4,393-99.8% | $5,480-99.9% | $4,296-99.8% |