See peer percentile detail. $4.99 for your first month.
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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: MASS MUTUAL LIFE INSURANCE COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $169,309 |
REID & RIEGE, P.C.7 years Filed as: REID AND REIGE, P.C. Service code 29 · EIN 06-0867204 | Legal | $82,230 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $59,522 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $44,254 |
SCHULTHEIS & PANETTIERI, LLP8+ years Service code 10 · EIN 13-1577780 | Accounting | $38,024 |
THE SEGAL COMPANY8+ years Service code 16 · EIN 13-1835864 | Consulting | $21,260 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,125 | $76,774+9.6% | $112,228-25.0% | $77,904+8.0% |
| Participation rate | 66.6% | 80.2%-13.6pp | 75.1%-8.5pp | 73.7%-7.1pp |
| Annual return | -13.84% | -10.25%-3.6pp | 27.45%-41.3pp | 12.21%-26.0pp |
| Employer contribution / active EE | $2,877 | $3,977-27.7% | $3,635-20.9% | $2,848+1.0% |
| Participant deferral / active EE | $629 | $3,778-83.4% | $4,728-86.7% | $4,806-86.9% |
| Admin fee / account holder | $276 | $239+15.7% | $6,410-95.7% | $133+108.6% |