See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.4 years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $347,071 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $295,299 |
KRAW LAW GROUP4 years Filed as: KRAW LAW GROUP, APC Service code 29 · EIN 32-0465891 | Legal | $75,607 |
LINDQUIST LLP5+ years Service code 10 · EIN 52-2385296 | Accounting | $65,770 |
MEKETA INVESTMENT GROUP5+ years Service code 17 · EIN 04-2659023 | Pension Consulting | $44,257 |
GRANDFLOW4 years Filed as: GRANDFLOW INC Service code 49 · EIN 94-3211239 | Other Services | $16,560 |
COMPLIANCE VERIFICATION4 years Service code 10 · EIN 26-2336426 | Accounting | $15,996 |
BJORKLUND & MONTPLAISIR5+ years Service code 10 · EIN 93-1015766 | Accounting | $15,232 |
IRON MOUNTAIN3 years Service code 49 · EIN 04-3038590 | Other Services | $5,906 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,729 | $78,226-24.9% | $92,893-36.8% | $82,204-28.6% |
| Participation rate | 92.4% | 82.7%+9.7pp | 76.0%+16.4pp | 73.4%+19.0pp |
| Annual return | 16.97% | 19.33%-2.4pp | 109.41%-92.4pp | 26.31%-9.3pp |
| Employer contribution / active EE | $3,689 | $3,911-5.7% | $3,653+1.0% | $2,707+36.3% |
| Participant deferral / active EE | $0 | $3,648-100.0% | $4,236-100.0% | $4,246-100.0% |
| Admin fee / account holder | $157 | $119+31.5% | $5,794-97.3% | $76+107.1% |