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 | $56,151 |
EDWARDS AND LEATHERS, P.C.5+ years Service code 10 · EIN 20-8739519 PO BOX 860 · BAYTOWN, TX 77522 | Accounting | $15,420 |
MARY DELANEY CERETTO5+ years Filed as: MARY BUSTAMONTE Service code 14 2509 FM 2004 · TEXAS CITY, TX 77591 | Plan Administrator | $12,109 |
BENEFIT RESOURCES, INC.2 years Filed as: BENEFIT RESOURCE, INC. Service code 15 · EIN 76-0560942 8441 GULF FREEWAY · HOUSTON, TX 77017 | Recordkeeping | $12,064 |
THE SEGAL COMPANY5+ years Filed as: THE SEGAL CO Service code 17 · EIN 94-1503999 7900 NORTH SAM HOUSTON PARKWAY · HOUSTON, TX 77064 | Pension Consulting | $6,000 |
Filed as: ROBEIN, URANN, SPENCER, PICARD Service code 29 2540 SEVERN AVE · METAIRE, LA 70002 | Legal | $5,896 |
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 | $40,676 | $66,601-38.9% | $92,893-56.2% | $67,579-39.8% |
| Participation rate | 70.3% | 72.5%-2.2pp | 76.0%-5.7pp | 71.3%-1.0pp |
| Annual return | 20.77% | 92.58%-71.8pp | 109.41%-88.6pp | 378.56%-357.8pp |
| Employer contribution / active EE | $786 | $2,775-71.7% | $3,653-78.5% | $2,148-63.4% |
| Participant deferral / active EE | $158 | $3,157-95.0% | $4,236-96.3% | $3,539-95.5% |
| Admin fee / account holder | $344 | $199+73.0% | $5,794-94.1% | $142+141.9% |