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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 |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $17,721 |
Filed as: REGENCY RETIREMENT PLAN CONSULT Service code 17 · EIN 32-0351441 | Pension Consulting | $8,013 |
POOLER CPA GROUP, LLC2 years Service code 10 · EIN 82-4354021 | Accounting | $8,000 |
Service code 53 · EIN 41-0973005 | Insurance Commissions | $6,090 |
Filed as: EMPOWER LIFE & ANNUITY INS Service code 64 · EIN 93-1225432 | Recordkeeping Fees | $5,521 |
Service code 13 · EIN 11-3271022 | Contract Administrator | $2,078 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,218 | $432,047-92.3% | $151,611-78.1% | - |
| Participation rate | 73.7% | 83.9%-10.2pp | 87.5%-13.8pp | - |
| Annual return | -14.03% | -11.21%-2.8pp | 3.33%-17.4pp | - |
| Employer contribution / active EE | $1,375 | $4,228-67.5% | $6,166-77.7% | - |
| Participant deferral / active EE | $5,180 | $7,208-28.1% | $8,363-38.1% | - |
| Admin fee / account holder | $335 | $147,941-99.8% | $11,616-97.1% | - |