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 |
|---|---|---|
Service code 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $66,414 |
STRATEGIC PENSION SERVICES, LLC4+ years Service code 13 · EIN 14-1836262 376 ALBANY SHAKER ROAD · ALBANY, NV 12211 | Contract Administrator | $30,142 |
PETER E. SMITH4+ years Service code 16 · EIN 03-1369707 703 WEST HOUSATONIC STREET · PITTSFIELD, MA 01201 | Consulting | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $145,387 | $73,102+98.9% | $123,544+17.7% | $56,287+158.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -5.79% | 3.01%-8.8pp | 119.20%-125.0pp | -9.96%+4.2pp |
| Employer contribution / active EE | $2,636 | $2,977-11.5% | $4,628-43.0% | $2,111+24.9% |
| Participant deferral / active EE | $8,572 | $5,423+58.1% | $6,426+33.4% | $3,350+155.9% |
| Admin fee / account holder | $464 | $554-16.2% | $9,284-95.0% | $521-10.9% |