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 K7 years Filed as: EMPLOYEE Service code 30 · EIN 06-1078051 | Direct payment from the plan; Employe... | $41,610 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $28,365 |
NOVAK FRANCELLA LLC5 years Service code 10 · EIN 61-1436956 | Accounting | $19,263 |
REID & RIEGE, P.C.3 years Service code 29 · EIN 06-0867204 | Legal | $16,666 |
MEKETA INVESTMENT GROUP3 years Service code 51 · EIN 04-2659023 | Investment Mgmt Fees | $10,563 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,368 | $64,119-12.1% | $112,228-49.8% | $66,914-15.8% |
| Participation rate | 66.3% | 68.5%-2.2pp | 75.1%-8.8pp | 69.8%-3.5pp |
| Annual return | -15.35% | -13.81%-1.5pp | 27.45%-42.8pp | 1.58%-16.9pp |
| Employer contribution / active EE | $4,088 | $3,005+36.0% | $3,635+12.5% | $2,544+60.7% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $891 | $625+42.5% | $6,410-86.1% | $593+50.1% |