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 | $115,742 |
Filed as: MESIROW FINANCIAL INVESTMENT Service code 49 · EIN 36-3429599 | Other Services | $26 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,556 | $56,095-49.1% | $178,490-84.0% | $90,288-68.4% |
| Participation rate | 93.5% | 65.6%+27.9pp | 81.9%+11.5pp | 73.4%+20.1pp |
| Annual return | 12.01% | 28.81%-16.8pp | 151.07%-139.1pp | 53.97%-42.0pp |
| Employer contribution / active EE | $2,780 | $1,572+76.8% | $5,011-44.5% | $2,524+10.2% |
| Participant deferral / active EE | $1,795 | $2,669-32.8% | $5,202-65.5% | $4,232-57.6% |
| Admin fee / account holder | $77 | $101-23.1% | $13,984-99.4% | $114-32.1% |