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 INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $49,570 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $35,000 |
SCHULTHEIS & PANETTIERI, LLP8+ years Service code 10 · EIN 13-1577780 | Accounting | $33,000 |
ASHER KELLY3 years Filed as: ASHER KELLY PLLC Service code 29 · EIN 84-3379113 | Legal | $16,475 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 50 · EIN 84-0467907 | Direct Payment | $16,226 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $160,933 | $76,774+109.6% | $112,228+43.4% | $77,904+106.6% |
| Participation rate | 76.2% | 80.2%-3.9pp | 75.1%+1.2pp | 73.7%+2.6pp |
| Annual return | -9.03% | -10.25%+1.2pp | 27.45%-36.5pp | 12.21%-21.2pp |
| Employer contribution / active EE | $6,503 | $3,977+63.5% | $3,635+78.9% | $2,848+128.4% |
| Participant deferral / active EE | $178 | $3,778-95.3% | $4,728-96.2% | $4,806-96.3% |
| Admin fee / account holder | $456 | $239+90.7% | $6,410-92.9% | $133+243.8% |