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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $67,053 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $18 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $15 |
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 | $16,606 | $37,039-55.2% | $147,614-88.8% | $59,188-71.9% |
| Participation rate | 74.5% | 63.8%+10.7pp | 84.6%-10.1pp | 69.4%+5.1pp |
| Annual return | 0.44% | 7.19%-6.7pp | 61.98%-61.5pp | 5.51%-5.1pp |
| Employer contribution / active EE | $1,709 | $1,353+26.3% | $5,564-69.3% | $2,098-18.5% |
| Participant deferral / active EE | $1,039 | $2,094-50.4% | $4,895-78.8% | $3,265-68.2% |
| Admin fee / account holder | $53 | $60-12.7% | $11,611-99.5% | $92-43.0% |