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 15 · EIN 04-1590850 | Recordkeeping | $56,408 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 22 · EIN 13-5674085 1400 MERRILL LYNCH DR · PENNINGTON, NJ 08534 | Insurance Broker | $19,684 |
Filed as: MERRILL LYNCH LIFE AGENCY Service code 22 · EIN 13-2808480 1400 MERRILL LYNCH DR · PENNINGTON, NJ 08534 | Insurance Broker | $11,655 |
Filed as: TRUOG-RYDING COMPANY INC Service code 13 · EIN 95-3497679 2659 TOWNSGATE RD., #101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $5,312 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,955 | $66,813-26.7% | $100,516-51.3% | $73,488-33.4% |
| Participation rate | 96.6% | 77.5%+19.1pp | 79.4%+17.2pp | 70.7%+25.9pp |
| Annual return | 21.70% | 25.70%-4.0pp | 30.89%-9.2pp | 28.51%-6.8pp |
| Employer contribution / active EE | $4,054 | $2,147+88.9% | $3,418+18.6% | $2,270+78.6% |
| Participant deferral / active EE | $8,152 | $5,883+38.6% | $6,270+30.0% | $3,740+118.0% |
| Admin fee / account holder | $320 | $512-37.5% | $8,081-96.0% | $513-37.6% |