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 INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $102,167 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $44,910 |
Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 13 · EIN 25-1759623 | Contract Administrator | $15,491 |
Filed as: UNITED RETIREMENT PLAN CONSULTANTS, Service code 17 | Pension Consulting | $11,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $130,764 | $98,982+32.1% | $162,163-19.4% | $65,185+100.6% |
| Participation rate | 85.4% | 85.8%-0.4pp | 87.6%-2.2pp | 70.2%+15.2pp |
| Annual return | 20.81% | 24.84%-4.0pp | 115.59%-94.8pp | 29.38%-8.6pp |
| Employer contribution / active EE | $6,827 | $3,467+96.9% | $5,614+21.6% | $2,177+213.7% |
| Participant deferral / active EE | $6,880 | $5,384+27.8% | $7,298-5.7% | $3,514+95.8% |
| Admin fee / account holder | $684 | $596+14.7% | $10,843-93.7% | $847-19.2% |