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 INS. CO Service code 52 · EIN 04-1590850 1295 STATE ST. · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $71,184 |
BENEFIT RESOURCES, INC.1 year Filed as: BENEFIT RESOURCE, INC. Service code 15 · EIN 76-0560942 8441 GULF FREEWAY · HOUSTON, TX 77017 | Recordkeeping | $28,233 |
MARY DELANEY CERETTO4+ years Filed as: MARY BUSTAMONTE Service code 14 2509 FM 2004 · TEXAS CITY, TX 77591 | Plan Administrator | $16,120 |
EDWARDS AND LEATHERS, P.C.4+ years Service code 10 · EIN 20-8739519 PO BOX 860 · BAYTOWN, TX 77522 | Accounting | $13,719 |
Filed as: ROBEIN, URANN, SPENCER, PICARD Service code 29 2540 SEVERN AVE · METAIRE, LA 70002 | Legal | $7,784 |
THE SEGAL COMPANY4+ years Filed as: THE SEGAL CO Service code 17 · EIN 94-1503999 7900 NORTH SAM HOUSTON PARKWAY WEST · HOUSTON, TX 77064 | Pension Consulting | $6,000 |
Participant 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,893 | $56,443-40.0% | $83,848-59.6% | $55,725-39.2% |
| Participation rate | 70.9% | 72.0%-1.1pp | 76.1%-5.2pp | 70.9%0pp |
| Annual return | -3.61% | 393.67%-397.3pp | 850.88%-854.5pp | 244.93%-248.5pp |
| Employer contribution / active EE | $878 | $2,682-67.3% | $3,631-75.8% | $2,078-57.8% |
| Participant deferral / active EE | $181 | $2,965-93.9% | $4,082-95.6% | $3,356-94.6% |
| Admin fee / account holder | $473 | $156+203.1% | $5,478-91.4% | $115+311.1% |