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 52 · EIN 04-1590850 | Indirect Investment Fees | $55,282 |
Filed as: MML INVESTORS SERVICES INC Service code 53 | Insurance Commissions | $11,379 |
Filed as: RETIREMENT PLAN SOLUTIONS, INC Service code 13 · EIN 56-1762637 PO BOX 1658 · CARY, NC 27512 | Contract Administrator | $4,218 |
Filed as: MML INVESTORS SERVICES, INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,189 | $52,293-48.0% | $178,490-84.8% | $73,409-63.0% |
| Participation rate | 51.1% | 65.3%-14.3pp | 81.9%-30.8pp | 72.2%-21.1pp |
| Annual return | 9.63% | 34.75%-25.1pp | 151.07%-141.4pp | 59.29%-49.7pp |
| Employer contribution / active EE | $525 | $1,735-69.7% | $5,011-89.5% | $2,234-76.5% |
| Participant deferral / active EE | $1,554 | $2,332-33.4% | $5,202-70.1% | $3,805-59.2% |
| Admin fee / account holder | $325 | $127+155.3% | $13,984-97.7% | $158+105.9% |