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 INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $32,662 |
PETER E. SMITH3+ years Service code 16 · EIN 03-1369707 | Consulting | $14,628 |
STRATEGIC PENSION SERVICES, LLC3+ years Service code 13 · EIN 14-1836262 | Contract Administrator | $7,238 |
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 | $37,040 | $50,958-27.3% | $74,550-50.3% | $64,186-42.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 10.43% | -1.86%+12.3pp | 32.53%-22.1pp | 7.63%+2.8pp |
| Employer contribution / active EE | $1,453 | $1,115+30.3% | $1,961-25.9% | $2,381-39.0% |
| Participant deferral / active EE | $1,187 | $2,301-48.4% | $3,108-61.8% | $3,470-65.8% |
| Admin fee / account holder | $379 | $4,223-91.0% | $5,060-92.5% | $4,888-92.2% |