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 | $61,049 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 28 · EIN 13-5674085 | Investment Management | $23,784 |
THE BENEFIT PRACTICE7+ years Service code 15 · EIN 13-4144565 | Recordkeeping | $8,212 |
Filed as: MESIROW FINANCIAL INVESTMENT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,102 | $61,156-45.9% | $185,823-82.2% | $79,386-58.3% |
| Participation rate | 88.9% | 66.6%+22.3pp | 81.7%+7.2pp | 70.7%+18.2pp |
| Annual return | 11.56% | 19.45%-7.9pp | 122.05%-110.5pp | 116.85%-105.3pp |
| Employer contribution / active EE | $692 | $2,321-70.2% | $5,167-86.6% | $2,427-71.5% |
| Participant deferral / active EE | $1,974 | $2,789-29.2% | $5,568-64.6% | $4,046-51.2% |
| Admin fee / account holder | $362 | $710-49.0% | $16,237-97.8% | $626-42.2% |