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 | $71,457 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 27 · EIN 36-4291971 | Advisory (Plan) | $25,000 |
EMPLOYEE BENEFITS GROUP, LLC5+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $6,845 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 35-2552359 | Advisory (Plan) | $5,000 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $45,825 | $58,879-22.2% | $178,490-74.3% | $73,488-37.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 5.22% | 24.86%-19.6pp | 151.07%-145.9pp | 28.51%-23.3pp |
| Employer contribution / active EE | $2,539 | $2,236+13.5% | $5,011-49.3% | $2,270+11.8% |
| Participant deferral / active EE | $1,761 | $2,567-31.4% | $5,202-66.1% | $3,740-52.9% |
| Admin fee / account holder | $401 | $400+0.2% | $13,984-97.1% | $513-21.8% |