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 | Recordkeeping | $578,686 |
ZENITH AMERICAN SOLUTIONS4+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $159,886 |
VERUS4+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $73,559 |
HILL, FARRER & BURRILL LLP4+ years Service code 29 · EIN 95-2153880 | Legal | $18,913 |
MILLER KAPLAN ARASE LLP4+ years Service code 10 · EIN 95-2036255 | Accounting | $17,800 |
Filed as: WOHLNER KAPLON PHILLIPS ET AL Service code 29 · EIN 95-2699554 | Legal | $5,355 |
Filed as: MASS MUTAL Service code 15 | Recordkeeping | $0 |
Filed as: MASS MUTUAL Service code 15 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,104 | $57,255-57.9% | $83,848-71.3% | $68,904-65.0% |
| Participation rate | 77.9% | 86.2%-8.2pp | 76.1%+1.8pp | 74.1%+3.8pp |
| Annual return | -4.96% | -0.34%-4.6pp | 850.88%-855.8pp | 1.07%-6.0pp |
| Employer contribution / active EE | $1,342 | $3,341-59.8% | $3,631-63.0% | $2,540-47.2% |
| Participant deferral / active EE | $0 | $3,207-100.0% | $4,082-100.0% | $4,015-100.0% |
| Admin fee / account holder | $188 | $103+81.5% | $5,478-96.6% | $71+163.3% |