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: MASSMUTUAL RETIREMENT SERVICES LLC Service code 15 · EIN 26-1589907 POBOX 5021 · HARTFORD, CT 061025021 | Recordkeeping | $72,956 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310844 2380 EAST BIDWELL STREET · FOLSOM, CA 95630 | Advisory (Plan) | $42,927 |
GILBERT & SACKMAN2+ years Service code 29 · EIN 95-2906951 3699 WILSHIRE BOULEVARD · LOS ANGELES, CA 90010 | Legal | $40,093 |
Service code 15 · EIN 88-0029258 2560 MARCO STREET · LAS VEGAS, NV 89115 | Recordkeeping | $23,165 |
DAVID BRODY & CO.2+ years Service code 10 · EIN 95-4778272 17785 CENTER COURT DRIVE · CERRITOS, CA 90703 | Accounting | $13,570 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $176,102 | $54,392+223.8% | $84,750+107.8% | $63,975+175.3% |
| Participation rate | 0.0% | 76.9%-76.9pp | 76.6%-76.6pp | 71.1%-71.1pp |
| Annual return | 6.83% | 611.38%-604.5pp | 22.78%-15.9pp | 48.65%-41.8pp |
| Employer contribution / active EE | $158 | $2,943-94.6% | $3,574-95.6% | $2,182-92.8% |
| Participant deferral / active EE | $430 | $2,593-83.4% | $3,712-88.4% | $3,356-87.2% |
| Admin fee / account holder | $1,176 | $136+766.1% | $5,332-77.9% | $70+1570.1% |