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: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $62,021 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 50 · EIN 13-5674085 | Direct Payment | $20,633 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,066 | $63,764+50.7% | $81,930+17.3% | $79,858+20.3% |
| Participation rate | 79.6% | 67.5%+12.1pp | 72.0%+7.6pp | 69.6%+10.0pp |
| Annual return | 12.87% | 22.66%-9.8pp | 29.49%-16.6pp | 31.71%-18.8pp |
| Employer contribution / active EE | $2,732 | $1,795+52.2% | $4,310-36.6% | $2,471+10.6% |
| Participant deferral / active EE | $9,810 | $2,780+252.8% | $7,107+38.0% | $3,740+162.3% |
| Admin fee / account holder | $802 | $4,426-81.9% | $5,158-84.4% | $5,306-84.9% |