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 49 · EIN 04-1590850 | Other Services | $54,330 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL, LLC Service code 27 | Advisory (Plan) | $26,319 |
Filed as: RETIREMENT PLAN SOLUTIONS Service code 13 · EIN 56-1762637 | Contract Administrator | $6,386 |
LPL FINANCIAL5 years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $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.)
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 | $106,769 | $74,706+42.9% | $75,696+41.1% | $79,386+34.5% |
| Participation rate | 68.9% | 75.3%-6.4pp | 74.8%-5.9pp | 70.7%-1.8pp |
| Annual return | 19.23% | 18.52%+0.7pp | 104.53%-85.3pp | 116.85%-97.6pp |
| Employer contribution / active EE | $2,860 | $2,590+10.4% | $2,743+4.3% | $2,427+17.8% |
| Participant deferral / active EE | $4,096 | $3,533+15.9% | $3,821+7.2% | $4,046+1.3% |
| Admin fee / account holder | $513 | $374+36.9% | $3,619-85.8% | $626-18.2% |