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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $228,547 |
AURORA PRIVATE WEALTH INC2 years Filed as: AURORA PRIVATE WEALTH, INC. Service code 27 · EIN 47-4814591 | Advisory (Plan) | $90,194 |
ADP BROKER-DEALER3 years Filed as: PENSION CONSULTANTS, INC. Service code 13 · EIN 06-1504963 | Contract Administrator | $13,303 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $38,299 | $93,131-58.9% | $106,548-64.1% | $86,799-55.9% |
| Participation rate | 82.0% | 81.4%+0.6pp | 76.1%+5.9pp | 72.3%+9.8pp |
| Annual return | 29.19% | 19.45%+9.7pp | 26.80%+2.4pp | 97.91%-68.7pp |
| Employer contribution / active EE | $904 | $2,895-68.8% | $2,819-67.9% | $2,405-62.4% |
| Participant deferral / active EE | $2,837 | $4,708-39.7% | $4,398-35.5% | $4,131-31.3% |
| Admin fee / account holder | $316 | $145+117.5% | $7,407-95.7% | $170+86.1% |