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 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $108,385 |
Filed as: CBIZ INVESTMENT ADVISORY SVCS, LLC Service code 27 · EIN 81-3968784 | Advisory (Plan) | $36,765 |
Filed as: SILICON VALLEY ACCOUNTANCY CORP. Service code 10 · EIN 77-0573994 | Accounting | $20,790 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,983 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,174 | $82,202+2.4% | $125,339-32.8% | $64,808+29.9% |
| Participation rate | 93.7% | 77.9%+15.9pp | 82.4%+11.4pp | 71.5%+22.3pp |
| Annual return | -15.07% | 3.48%-18.5pp | 572.05%-587.1pp | 32.82%-47.9pp |
| Employer contribution / active EE | $3,325 | $3,615-8.0% | $4,814-30.9% | $2,506+32.7% |
| Participant deferral / active EE | $13,502 | $7,175+88.2% | $7,446+81.3% | $4,310+213.2% |
| Admin fee / account holder | $352 | $163+115.7% | $10,010-96.5% | $188+87.5% |