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 64 · EIN 04-1590850 | Recordkeeping Fees | $417,413 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $85,617 |
D. BRENNAN REILLY, P.C.1+ years Service code 29 · EIN 76-0634363 | Legal | $37,493 |
WEAVER AND TIDWELL, LLP2+ years Service code 10 · EIN 75-0786316 | Accounting | $29,160 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,384 | $80,211-67.1% | $74,183-64.4% | $63,975-58.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 15.86% | 14.13%+1.7pp | 17.74%-1.9pp | 48.65%-32.8pp |
| Employer contribution / active EE | $1,016 | $2,553-60.2% | $2,370-57.1% | $2,182-53.4% |
| Participant deferral / active EE | $2,192 | $4,370-49.8% | $3,550-38.3% | $3,356-34.7% |
| Admin fee / account holder | $126 | $67+87.5% | $5,586-97.7% | $70+78.9% |