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 | $5,022 |
Filed as: MESIROW FINANCIAL Service code 49 · EIN 36-3429599 | Other Services | $27 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $35,471 | $66,601-46.7% | $92,893-61.8% | $67,579-47.5% |
| Participation rate | 40.5% | 72.5%-32.0pp | 76.0%-35.5pp | 71.3%-30.8pp |
| Annual return | 20.07% | 92.58%-72.5pp | 109.41%-89.3pp | 378.56%-358.5pp |
| Employer contribution / active EE | $603 | $2,775-78.3% | $3,653-83.5% | $2,148-71.9% |
| Participant deferral / active EE | $1,978 | $3,157-37.3% | $4,236-53.3% | $3,539-44.1% |
| Admin fee / account holder | $37 | $199-81.3% | $5,794-99.4% | $142-73.9% |