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 CO. Service code 49 · EIN 04-1590850 | Other Services | $69,512 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 27 · EIN 36-4291971 | Advisory (Plan) | $25,000 |
EMPLOYEE BENEFITS GROUP, LLC4+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $6,560 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 35-2552359 | Advisory (Plan) | $5,000 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $2,726 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,132 | $62,928-26.7% | $172,739-73.3% | $67,579-31.7% |
| Participation rate | 86.2% | 64.5%+21.7pp | 82.6%+3.6pp | 71.3%+14.9pp |
| Annual return | 3.92% | 30.36%-26.4pp | 802.84%-798.9pp | 378.56%-374.6pp |
| Employer contribution / active EE | $1,985 | $1,636+21.4% | $5,143-61.4% | $2,148-7.6% |
| Participant deferral / active EE | $1,380 | $2,145-35.7% | $5,198-73.5% | $3,539-61.0% |
| Admin fee / account holder | $379 | $167+127.5% | $13,954-97.3% | $142+166.4% |