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 | $65,613 |
Filed as: MESIROW FINANCIAL INVESTMENT Service code 49 | Other Services | $27 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Service code 27 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT INC Service code 49 · EIN 36-3429599 | Other Services | $0 |
Annual investment return 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 | $24,231 | $47,456-48.9% | $172,739-86.0% | $77,787-68.8% |
| Participation rate | 89.5% | 66.3%+23.3pp | 82.6%+6.9pp | 73.2%+16.3pp |
| Annual return | 15.36% | 35.57%-20.2pp | 802.84%-787.5pp | 32.57%-17.2pp |
| Employer contribution / active EE | $2,656 | $1,574+68.7% | $5,143-48.4% | $2,504+6.1% |
| Participant deferral / active EE | $1,624 | $2,560-36.5% | $5,198-68.7% | $3,967-59.1% |
| Admin fee / account holder | $44 | $81-45.3% | $13,954-99.7% | $100-55.8% |