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 9-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 | $1,691 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT. Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
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 | $45,673 | $46,732-2.3% | $156,549-70.8% | $55,167-17.2% |
| Participation rate | 85.4% | 65.8%+19.6pp | 84.0%+1.4pp | 69.0%+16.4pp |
| Annual return | 8.67% | 17.72%-9.0pp | 32.23%-23.6pp | 169.23%-160.6pp |
| Employer contribution / active EE | $1,713 | $2,105-18.6% | $5,501-68.9% | $1,963-12.7% |
| Participant deferral / active EE | $3,051 | $2,204+38.4% | $4,871-37.4% | $3,054-0.1% |
| Admin fee / account holder | $10 | $418-97.7% | $13,027-99.9% | $504-98.1% |