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 6-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 27 1200 NEWPORT CENTER DR · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $25,668 |
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $418 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $90 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,565,450 | $104,317+1400.7% | $159,436+881.9% | $86,799+1703.5% |
| Participation rate | 3.5% | 77.7%-74.2pp | 82.8%-79.3pp | 72.3%-68.8pp |
| Annual return | 11.93% | 26.32%-14.4pp | 263.57%-251.6pp | 97.91%-86.0pp |
| Employer contribution / active EE | $5,386 | $3,451+56.1% | $4,829+11.5% | $2,405+123.9% |
| Participant deferral / active EE | $3,308 | $6,837-51.6% | $7,352-55.0% | $4,131-19.9% |
| Admin fee / account holder | $1,378 | $172+699.9% | $10,799-87.2% | $170+712.5% |