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 |
|---|---|---|
EMPLOYEE K3 years Filed as: EMPLOYEE Service code 30 · EIN 06-1078051 | Direct payment from the plan; Employe... | $41,284 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $24,446 |
NOVAK FRANCELLA LLC1 year Service code 10 · EIN 61-1436956 | Accounting | $18,798 |
FIDUCIARY INVESTMENT ADVISORS4+ years Service code 28 · EIN 20-4751585 | Investment Management | $10,161 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,956 | $55,449-9.9% | $83,848-40.4% | $56,287-11.2% |
| Participation rate | 88.8% | 68.0%+20.8pp | 76.1%+12.7pp | 69.9%+19.0pp |
| Annual return | -6.24% | -1.38%-4.9pp | 850.88%-857.1pp | -9.96%+3.7pp |
| Employer contribution / active EE | $4,087 | $2,430+68.2% | $3,631+12.6% | $2,111+93.6% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $727 | $656+10.8% | $5,478-86.7% | $521+39.5% |