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 | $80,087 |
Filed as: MESIROW FINANCIAL INVESTMENT Service code 49 | Other Services | $22 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT INC Service code 49 · EIN 36-3429599 | Other Services | $0 |
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 | $21,025 | $37,196-43.5% | $154,107-86.4% | $55,725-62.3% |
| Participation rate | 89.8% | 64.1%+25.7pp | 83.0%+6.8pp | 70.9%+19.0pp |
| Annual return | -3.44% | 1319.68%-1323.1pp | 735.12%-738.6pp | 244.93%-248.4pp |
| Employer contribution / active EE | $2,479 | $1,614+53.6% | $5,298-53.2% | $2,078+19.3% |
| Participant deferral / active EE | $1,468 | $2,068-29.0% | $5,081-71.1% | $3,356-56.2% |
| Admin fee / account holder | $56 | $102-44.9% | $13,411-99.6% | $115-51.4% |