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 | $1,599 |
RELIANCE TRUST COMPANY4+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $325 |
Filed as: MESIROW FINANCIAL INVESTMENT Service code 49 · EIN 36-3429599 | Other Services | $22 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $49,862 | $33,067+50.8% | $76,523-34.8% | $56,287-11.4% |
| Participation rate | 52.8% | 55.4%-2.6pp | 68.0%-15.2pp | 69.9%-17.0pp |
| Annual return | -3.12% | 2.72%-5.8pp | -0.27%-2.9pp | -9.96%+6.8pp |
| Employer contribution / active EE | $682 | $1,200-43.1% | $2,647-74.2% | $2,111-67.7% |
| Participant deferral / active EE | $2,523 | $2,240+12.7% | $3,835-34.2% | $3,350-24.7% |
| Admin fee / account holder | $8 | $537-98.4% | $4,848-99.8% | $521-98.4% |