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: MASS MUTUAL LIFE INSURANCE COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $35,895 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 27 | Advisory (Plan) | $15,000 |
Filed as: RETIREMENT PLAN SOLUTIONS Service code 13 · EIN 22-0200155 | Contract Administrator | $2,750 |
LPL FINANCIAL1 year Service code 27 · EIN 04-3046611 | Advisory (Plan) | $0 |
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.
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 | $57,495 | $57,976-0.8% | $62,995-8.7% | $62,292-7.7% |
| Participation rate | 81.1% | 75.9%+5.2pp | 74.8%+6.3pp | 69.5%+11.6pp |
| Annual return | 9.19% | 17.54%-8.3pp | 87.57%-78.4pp | 28.90%-19.7pp |
| Employer contribution / active EE | $2,959 | $2,415+22.5% | $2,759+7.2% | $2,042+44.9% |
| Participant deferral / active EE | $3,511 | $2,956+18.8% | $3,329+5.5% | $3,169+10.8% |
| Admin fee / account holder | $329 | $276+19.4% | $3,600-90.9% | $479-31.3% |