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 INSURANCE Service code 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $26,304 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $13,750 |
AB FUNDS2 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK4 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
CAMPBELL ALBRECHT5 years Service code 13 · EIN 77-0536619 20750 VENTURA BLVD, SUITE 200 · WOODLAND HILLS, CA 91364 | Contract Administrator | $0 |
Service code 52 · EIN 61-1732930 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON2 years Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
JANUS HENDERSON2 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $57,662 | $54,590+5.6% | $81,930-29.6% | $73,488-21.5% |
| Participation rate | 83.5% | 68.3%+15.2pp | 72.0%+11.5pp | 70.7%+12.8pp |
| Annual return | 12.88% | 17.74%-4.9pp | 29.49%-16.6pp | 28.51%-15.6pp |
| Employer contribution / active EE | $1,256 | $1,636-23.2% | $4,310-70.9% | $2,270-44.7% |
| Participant deferral / active EE | $2,227 | $2,759-19.3% | $7,107-68.7% | $3,740-40.5% |
| Admin fee / account holder | $401 | $592-32.3% | $5,158-92.2% | $513-21.9% |