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 K5 years Filed as: EMPLOYEE Service code 30 · EIN 06-1078051 | Employee (plan); Direct payment from ... | $40,042 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $34,641 |
NOVAK FRANCELLA LLC3 years Service code 10 · EIN 61-1436956 | Accounting | $18,700 |
REID & RIEGE, P.C.1 year Service code 29 ONE FINANCIAL PLAZA · HARTFORD, CT 06103 | Legal | $16,826 |
MEKETA INVESTMENT GROUP1 year Service code 28 · EIN 04-2659023 48 WALL STREET, 11TH FLOOR · NEW YORK, NY 10005 | Investment Management | $8,548 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,664 | $69,362-22.6% | $101,248-47.0% | $73,488-27.0% |
| Participation rate | 76.2% | 68.4%+7.8pp | 75.8%+0.4pp | 70.7%+5.5pp |
| Annual return | 10.42% | 18.46%-8.0pp | 46.47%-36.1pp | 28.51%-18.1pp |
| Employer contribution / active EE | $3,408 | $2,628+29.7% | $3,660-6.9% | $2,270+50.1% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $727 | $704+3.3% | $5,945-87.8% | $513+41.6% |