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 |
|---|---|---|
MAY & COMPANY LLP4+ years Filed as: MAY & CO Service code 50 · EIN 64-0900153 | Direct Payment | $8,500 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $1,145 |
Service code 49 · EIN 36-3429599 | Other Services | $26 |
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,665 | $65,365+41.8% | $92,893-0.2% | $72,985+27.0% |
| Participation rate | 66.7% | 68.3%-1.6pp | 76.0%-9.3pp | 69.5%-2.8pp |
| Annual return | 19.39% | 42.10%-22.7pp | 109.41%-90.0pp | 81.00%-61.6pp |
| Employer contribution / active EE | $1,474 | $2,594-43.2% | $3,653-59.6% | $2,440-39.6% |
| Participant deferral / active EE | $2,933 | $3,128-6.2% | $4,236-30.8% | $3,607-18.7% |
| Admin fee / account holder | $110 | $4,251-97.4% | $5,794-98.1% | $5,124-97.9% |