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 INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $51,571 |
RAPHAEL AND RAPHAEL, LLP5+ years Filed as: RAPHAEL AND RAPHAEL LLP Service code 10 · EIN 04-2206126 | Accounting | $11,500 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $9,721 |
THE ANGELL PENSION GROUP, INC.5+ years Service code 13 · EIN 04-2530412 | Contract Administrator | $6,185 |
AMERICAN FUNDS3 years Service code 52 · EIN 66-0793788 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS2 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 45-0515059 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
JANUS HENDERSON2 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $145,020 | $81,474+78.0% | $133,956+8.3% | $73,488+97.3% |
| Participation rate | 63.6% | 76.4%-12.7pp | 79.8%-16.2pp | 70.7%-7.0pp |
| Annual return | 9.56% | 19.40%-9.8pp | 45.09%-35.5pp | 28.51%-19.0pp |
| Employer contribution / active EE | $65 | $2,209-97.1% | $3,919-98.3% | $2,270-97.1% |
| Participant deferral / active EE | $6,365 | $3,786+68.1% | $5,048+26.1% | $3,740+70.2% |
| Admin fee / account holder | $650 | $713-8.9% | $8,927-92.7% | $513+26.7% |