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: RAYMOND JAMES FIN SVCS ADV, INC Service code 27 · EIN 59-2937883 | Advisory (Plan) | $46,491 |
Filed as: MASS MUTUAL LIFE INSURANCE CO Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $11,238 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $153,656 | $65,365+135.1% | $92,893+65.4% | $72,985+110.5% |
| Participation rate | 90.0% | 68.3%+21.7pp | 76.0%+14.0pp | 69.5%+20.5pp |
| Annual return | 17.58% | 42.10%-24.5pp | 109.41%-91.8pp | 81.00%-63.4pp |
| Employer contribution / active EE | $17,435 | $2,594+572.1% | $3,653+377.3% | $2,440+614.6% |
| Participant deferral / active EE | $2,502 | $3,128-20.0% | $4,236-40.9% | $3,607-30.6% |
| Admin fee / account holder | $595 | $4,251-86.0% | $5,794-89.7% | $5,124-88.4% |