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 | $52,072 |
RAPHAEL AND RAPHAEL, LLP6+ years Filed as: RAPHAEL AND RAPHAEL LLP Service code 10 · EIN 04-2206126 | Accounting | $11,700 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $10,613 |
THE ANGELL PENSION GROUP, INC.6+ years Service code 13 · EIN 04-2530412 | Contract Administrator | $5,864 |
AMERICAN FUNDS4 years Service code 52 · EIN 66-0793788 | Indirect Investment Fees | $0 |
BLACKROCK4 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS3 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 TEMPLETON4 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
JANUS HENDERSON3 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.)
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 | $170,359 | $93,182+82.8% | $146,665+16.2% | $79,386+114.6% |
| Participation rate | 64.2% | 76.4%-12.2pp | 80.1%-15.8pp | 70.7%-6.5pp |
| Annual return | 28.49% | 21.61%+6.9pp | 22.74%+5.7pp | 116.85%-88.4pp |
| Employer contribution / active EE | $23 | $2,420-99.0% | $4,136-99.4% | $2,427-99.0% |
| Participant deferral / active EE | $7,006 | $4,169+68.0% | $5,506+27.2% | $4,046+73.2% |
| Admin fee / account holder | $658 | $585+12.5% | $10,280-93.6% | $626+5.1% |