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 | $25,660 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $9,687 |
Filed as: PPS PENSION SERVICES, INC. Service code 13 · EIN 16-1062503 | Contract Administrator | $3,116 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,035 | $35,986+30.7% | $77,482-39.3% | $73,488-36.0% |
| Participation rate | 38.2% | 40.8%-2.7pp | 54.2%-16.0pp | 70.7%-32.5pp |
| Annual return | 6.67% | 19.26%-12.6pp | 54.79%-48.1pp | 28.51%-21.8pp |
| Employer contribution / active EE | $584 | $557+4.8% | $986-40.8% | $2,270-74.3% |
| Participant deferral / active EE | $1,354 | $1,198+13.0% | $1,861-27.3% | $3,740-63.8% |
| Admin fee / account holder | $449 | $466-3.6% | $2,858-84.3% | $513-12.5% |