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 | $55,243 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL, LLC Service code 27 | Advisory (Plan) | $32,450 |
Filed as: RETIREMENT PLAN SOLUTIONS Service code 13 · EIN 56-1762637 | Contract Administrator | $7,408 |
LPL FINANCIAL6 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,987 | $60,989+52.5% | $60,874+52.8% | $66,914+39.0% |
| Participation rate | 61.2% | 74.5%-13.2pp | 73.1%-11.9pp | 69.8%-8.6pp |
| Annual return | -10.65% | -9.60%-1.0pp | 16.90%-27.5pp | 1.58%-12.2pp |
| Employer contribution / active EE | $2,682 | $2,661+0.8% | $2,701-0.7% | $2,544+5.4% |
| Participant deferral / active EE | $3,838 | $3,615+6.2% | $3,817+0.6% | $4,237-9.4% |
| Admin fee / account holder | $526 | $338+55.4% | $3,224-83.7% | $593-11.3% |