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 |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC2 years Filed as: EMPLOYEE PLAN COMPLIANCE CO. OF LA Service code 10 · EIN 72-0837456 | Accounting | $3,731 |
Filed as: MASS MUTUAL RETIREMENT SERVICES LLC Service code 15 · EIN 04-1590850 | Recordkeeping | $2,387 |
Filed as: MESIROW FINANCIAL Service code 49 | Other Services | $22 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MASS MUTUAL Service code 15 | Recordkeeping | $0 |
Filed as: MASS MUTUAL RETIREMENT Service code 15 | Recordkeeping | $0 |
Filed as: MASS MUTUAL RETIREMENT SERVICES Service code 15 | Recordkeeping | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 49 · EIN 36-3429599 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,791 | $56,443-27.7% | $83,848-51.4% | $55,725-26.8% |
| Participation rate | 59.5% | 72.0%-12.6pp | 76.1%-16.7pp | 70.9%-11.4pp |
| Annual return | -5.87% | 393.67%-399.5pp | 850.88%-856.7pp | 244.93%-250.8pp |
| Employer contribution / active EE | $1,591 | $2,682-40.7% | $3,631-56.2% | $2,078-23.4% |
| Participant deferral / active EE | $2,873 | $2,965-3.1% | $4,082-29.6% | $3,356-14.4% |
| Admin fee / account holder | $33 | $156-78.9% | $5,478-99.4% | $115-71.4% |