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: MASS MUTUAL LIFE INSURANCE COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $33,618 |
RBC WEALTH MANAGEMENT4 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $13,054 |
Filed as: PRIME PENSIONS, INC. Service code 14 · EIN 46-1224594 | Plan Administrator | $2,611 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,440 | $56,485-24.9% | $185,823-77.2% | $86,799-51.1% |
| Participation rate | 23.0% | 65.5%-42.4pp | 81.7%-58.7pp | 72.3%-49.3pp |
| Annual return | 13.78% | 118.04%-104.3pp | 122.05%-108.3pp | 97.91%-84.1pp |
| Employer contribution / active EE | $784 | $1,843-57.5% | $5,167-84.8% | $2,405-67.4% |
| Participant deferral / active EE | $0 | $2,553-100.0% | $5,568-100.0% | $4,131-100.0% |
| Admin fee / account holder | $343 | $150+129.4% | $16,237-97.9% | $170+102.4% |