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: RETIREMENT SOLUTIONS SPECIALIST Service code 37 · EIN 27-0293282 12276 SAN JOSE BLVD STE 301 · JACKSONVILLE, FL 322238636 | Loan Processing | $1,940 |
DATAMIND ADVISOR1 year Service code 27 · EIN 81-1429402 | Advisory (Plan) | $1,806 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $416 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 49 · EIN 36-3429599 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,751 | $32,117-22.9% | $71,086-65.2% | $64,186-61.4% |
| Participation rate | 27.5% | 42.7%-15.2pp | 54.7%-27.2pp | 69.6%-42.1pp |
| Annual return | -8.63% | -5.57%-3.1pp | 650.59%-659.2pp | 7.63%-16.3pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,146 | $1,263-9.3% | $1,874-38.9% | $3,470-67.0% |
| Admin fee / account holder | $21,108 | $2,759+665.0% | $3,082+584.8% | $4,888+331.8% |