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 |
|---|---|---|
PROSKAUER ROSE LLP1+ years Service code 22 · EIN 13-1840454 1585 BROADWAY · NEW YORK, NY 10036 | Insurance Broker | $17,447 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ADVISORS Service code 17 · EIN 13-2646110 ONE PARK AVENUE · NEW YORK, NY 10016 | Pension Consulting | $10,000 |
BALDWIN & BALDWIN PLLC1+ years Service code 10 · EIN 46-4370753 701 N 44TH STREET · PHOENIX, AZ 85008 | Accounting | $7,800 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 60 | Sub-TA Fees | $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 | $46,806 | $52,903-11.5% | $73,307-36.2% | $59,632-21.5% |
| Participation rate | 95.3% | 68.2%+27.1pp | 74.9%+20.4pp | 68.7%+26.6pp |
| Annual return | 1.96% | 12.20%-10.2pp | 5.67%-3.7pp | 2041.28%-2039.3pp |
| Employer contribution / active EE | $4,138 | $1,909+116.8% | $3,237+27.8% | $2,203+87.9% |
| Participant deferral / active EE | $0 | $4,069-100.0% | $4,991-100.0% | $3,192-100.0% |
| Admin fee / account holder | $731 | $3,834-80.9% | $5,637-87.0% | $4,297-83.0% |