See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MASSACHUSETTS MUTUAL LIFE INS. CO.11+ years Filed as: MML INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $98,643 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $26,883 |
MAULDIN & JENKINS11+ years Filed as: MAULDIN & JENKINS, LLC Service code 10 · EIN 58-0692043 | Accounting | $15,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $78,816 | $108,549-27.4% | $156,263-49.6% | $85,563-7.9% |
| Participation rate | 56.3% | 77.1%-20.8pp | 78.9%-22.6pp | 66.0%-9.7pp |
| Annual return | 18.98% | 21.79%-2.8pp | 59.47%-40.5pp | 31.51%-12.5pp |
| Employer contribution / active EE | $2,400 | $2,690-10.8% | $4,333-44.6% | $2,654-9.6% |
| Participant deferral / active EE | $4,654 | $4,800-3.1% | $6,158-24.4% | $4,375+6.4% |
| Admin fee / account holder | $210 | $650-67.7% | $14,255-98.5% | $834-74.8% |