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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,088 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $125 |
Employer 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.)
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 | $106,478 | $74,089+43.7% | $133,980-20.5% | $55,167+93.0% |
| Participation rate | 93.8% | 84.3%+9.6pp | 87.1%+6.8pp | 69.0%+24.8pp |
| Annual return | 4.19% | 12.11%-7.9pp | 29.30%-25.1pp | 169.23%-165.0pp |
| Employer contribution / active EE | $1,042 | $3,064-66.0% | $5,211-80.0% | $1,963-46.9% |
| Participant deferral / active EE | $6,601 | $4,678+41.1% | $6,282+5.1% | $3,054+116.1% |
| Admin fee / account holder | $557 | $458+21.6% | $9,324-94.0% | $504+10.6% |