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 INSUR CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $81,321 |
LPL FINANCIAL7+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $35,374 |
SUEMORI & INOUYE, INC.7+ years Service code 64 · EIN 99-0242337 | Recordkeeping Fees | $11,447 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,715 | $59,263+122.3% | $96,562+36.4% | $79,386+65.9% |
| Participation rate | 74.5% | 61.9%+12.6pp | 69.8%+4.7pp | 70.7%+3.8pp |
| Annual return | 10.81% | 27.07%-16.3pp | 37.78%-27.0pp | 116.85%-106.0pp |
| Employer contribution / active EE | $1,019 | $1,216-16.2% | $2,356-56.7% | $2,427-58.0% |
| Participant deferral / active EE | $3,707 | $2,948+25.8% | $3,849-3.7% | $4,046-8.4% |
| Admin fee / account holder | $599 | $658-9.1% | $6,181-90.3% | $626-4.5% |