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 COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $5,961 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT. Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,416 | $63,905-33.6% | $74,183-42.8% | $57,658-26.4% |
| Participation rate | 69.5% | 79.8%-10.2pp | 76.6%-7.1pp | 70.2%-0.7pp |
| Annual return | 7.02% | 60.60%-53.6pp | 17.74%-10.7pp | 5.13%+1.9pp |
| Employer contribution / active EE | $1,258 | $1,840-31.7% | $2,370-46.9% | $1,974-36.3% |
| Participant deferral / active EE | $3,844 | $3,448+11.5% | $3,550+8.3% | $3,061+25.6% |
| Admin fee / account holder | $17 | $91-81.0% | $5,586-99.7% | $95-81.7% |