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 | $5,168 |
Filed as: MESIROW FINANCIAL INVESTMENT MGT Service code 49 · EIN 36-3429599 | Other Services | $18 |
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.
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 | $51,368 | $56,199-8.6% | $67,652-24.1% | $59,632-13.9% |
| Participation rate | 68.9% | 71.5%-2.6pp | 75.7%-6.8pp | 68.7%+0.2pp |
| Annual return | 0.68% | 18505.31%-18504.6pp | 6625.04%-6624.4pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $260 | $1,614-83.9% | $2,266-88.5% | $2,203-88.2% |
| Participant deferral / active EE | $3,448 | $2,844+21.3% | $3,560-3.1% | $3,192+8.0% |
| Admin fee / account holder | $58 | $3,958-98.5% | $4,821-98.8% | $4,297-98.7% |