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 | $65,667 |
Service code 13 · EIN 20-4780677 | Contract Administrator | $44,874 |
Filed as: CORNERSTONE ADVISORS ASSET MGMT LLC Service code 27 · EIN 75-3204798 | Advisory (Plan) | $41,990 |
MARCUM LLP4 years Service code 50 · EIN 11-1986323 | Direct Payment | $22,969 |
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 | $171,319 | $84,487+102.8% | $125,339+36.7% | $66,914+156.0% |
| Participation rate | 86.6% | 76.4%+10.1pp | 82.4%+4.2pp | 69.8%+16.8pp |
| Annual return | -17.60% | -8.39%-9.2pp | 572.05%-589.7pp | 1.58%-19.2pp |
| Employer contribution / active EE | $6,196 | $3,553+74.4% | $4,814+28.7% | $2,544+143.5% |
| Participant deferral / active EE | $10,726 | $6,781+58.2% | $7,446+44.0% | $4,237+153.1% |
| Admin fee / account holder | $817 | $685+19.3% | $10,010-91.8% | $593+37.7% |