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 49 · EIN 04-1590850 | Other Services | $26,310 |
PETER E. SMITH4+ years Service code 16 · EIN 03-1369707 | Consulting | $14,735 |
STRATEGIC PENSION SERVICES, LLC4+ years Service code 13 · EIN 14-1836262 | Contract Administrator | $6,084 |
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.
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 | $41,875 | $58,512-28.4% | $84,015-50.2% | $72,985-42.6% |
| Participation rate | 90.9% | 61.2%+29.7pp | 69.0%+21.9pp | 69.5%+21.4pp |
| Annual return | 6.46% | 28.93%-22.5pp | 71.31%-64.8pp | 81.00%-74.5pp |
| Employer contribution / active EE | $5,682 | $1,163+388.6% | $1,983+186.5% | $2,440+132.9% |
| Participant deferral / active EE | $1,279 | $2,394-46.6% | $3,239-60.5% | $3,607-64.5% |
| Admin fee / account holder | $318 | $4,569-93.0% | $6,101-94.8% | $5,124-93.8% |