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 INS CO Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $118,362 |
PRIVATE ADVISOR GROUP LLC4 years Filed as: PRIVATE ADVISORS GROUP, LLC Service code 27 · EIN 27-3463733 | Advisory (Plan) | $41,695 |
ARONSON LLC4 years Filed as: ARONSON, LLC Service code 50 · EIN 37-1611326 | Direct Payment | $14,250 |
COASTAL PENSION SERVICES7+ years Filed as: COASTAL PENSION SERVICES, INC. Service code 14 · EIN 52-1053785 | Plan Administrator | $10,730 |
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 | $166,465 | $84,487+97.0% | $125,339+32.8% | $66,914+148.8% |
| Participation rate | 92.9% | 76.4%+16.4pp | 82.4%+10.5pp | 69.8%+23.1pp |
| Annual return | 5.86% | -8.39%+14.3pp | 572.05%-566.2pp | 1.58%+4.3pp |
| Employer contribution / active EE | $9,899 | $3,553+178.6% | $4,814+105.6% | $2,544+289.1% |
| Participant deferral / active EE | $889 | $6,781-86.9% | $7,446-88.1% | $4,237-79.0% |
| Admin fee / account holder | $1,119 | $685+63.4% | $10,010-88.8% | $593+88.7% |