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 61-1381380 2353 ALEXANDRIA DRIVE, SUITE 100 · LEXINGTON, KY 40504 | Recordkeeping | $52,050 |
Filed as: MASS MUTUAL LIFE Service code 51 · EIN 04-2746212 | Investment Mgmt Fees | $38,088 |
HCI-EBS, INC.1 year Service code 15 · EIN 52-2061078 424 GRAVES MILL ROAD, SUITE 300 · LYNCHBURG, VA 24502 | Recordkeeping | $10,150 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $101,007 | $65,376+54.5% | $87,100+16.0% | $65,185+55.0% |
| Participation rate | 99.3% | 75.3%+24.0pp | 76.9%+22.4pp | 70.2%+29.1pp |
| Annual return | 14.23% | 31.27%-17.0pp | 28.19%-14.0pp | 29.38%-15.1pp |
| Employer contribution / active EE | $2,239 | $1,822+22.9% | $2,521-11.2% | $2,177+2.9% |
| Participant deferral / active EE | $4,534 | $3,388+33.8% | $4,049+12.0% | $3,514+29.0% |
| Admin fee / account holder | $590 | $520+13.5% | $7,497-92.1% | $847-30.4% |