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 INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $31,993 |
PENSION ASSURANCE LLP3+ years Filed as: KB PENSION SERVICES, INC. Service code 13 · EIN 65-0721164 | Contract Administrator | $0 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES INS AGENCY Service code 70 · EIN 51-0120742 | Consulting Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $34,686 | $54,368-36.2% | $117,039-70.4% | $62,292-44.3% |
| Participation rate | 71.2% | 64.9%+6.2pp | 77.2%-6.0pp | 69.5%+1.6pp |
| Annual return | 15.35% | 21.77%-6.4pp | 18.95%-3.6pp | 28.90%-13.5pp |
| Employer contribution / active EE | $1,188 | $1,692-29.8% | $3,785-68.6% | $2,042-41.8% |
| Participant deferral / active EE | $1,828 | $2,269-19.4% | $3,929-53.5% | $3,169-42.3% |
| Admin fee / account holder | $308 | $493-37.7% | $5,974-94.9% | $479-35.8% |