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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $38,381 |
CARLSON QUINN1+ years Filed as: CARLSON QUINN & ASSOCIATES Service code 13 · EIN 94-3210526 | Contract Administrator | $12,835 |
NFP RETIREMENT INC1+ years Filed as: NFP INSURANCE SERVICES INC Service code 53 · EIN 74-2470431 | Insurance Commissions | $8,635 |
KESTRA INVESTMENT SERVICES LLC1+ years Service code 53 · EIN 74-2794194 | Insurance Commissions | $3,035 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $60,269 | $75,183-19.8% | $123,892-51.4% | $55,167+9.2% |
| Participation rate | 60.8% | 72.8%-12.0pp | 81.4%-20.6pp | 69.0%-8.2pp |
| Annual return | 6.95% | 19.01%-12.1pp | 47.52%-40.6pp | 169.23%-162.3pp |
| Employer contribution / active EE | $1,555 | $2,823-44.9% | $4,617-66.3% | $1,963-20.8% |
| Participant deferral / active EE | $4,503 | $5,084-11.4% | $5,984-24.7% | $3,054+47.4% |
| Admin fee / account holder | $529 | $663-20.1% | $8,357-93.7% | $504+5.0% |