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 49 · EIN 04-1590850 | Other Services | $25,994 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN FINANCIAL NETWORK ADV SVCS Service code 27 · EIN 90-0897271 | Advisory (Plan) | $6,303 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN FINANCIAL NETWORK ADVISOR Service code 27 · EIN 46-1169193 | Advisory (Plan) | $5,536 |
QBI, LLC1 year Service code 13 · EIN 26-2768667 | Contract Administrator | $1,121 |
QBI, LLC1 year Filed as: QBI,LLC Service code 13 · EIN 26-2768667 | Contract Administrator | $1,107 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN FINANCIAL NETWORK LLC Service code 27 · EIN 46-1169193 | Advisory (Plan) | -$2,698 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,064 | $60,795-34.1% | $69,455-42.3% | $65,185-38.5% |
| Participation rate | 33.5% | 74.9%-41.3pp | 74.6%-41.1pp | 70.2%-36.7pp |
| Annual return | 13.10% | 17.46%-4.4pp | 28.97%-15.9pp | 29.38%-16.3pp |
| Employer contribution / active EE | $1,104 | $2,452-55.0% | $2,779-60.3% | $2,177-49.3% |
| Participant deferral / active EE | $2,197 | $3,162-30.5% | $3,535-37.9% | $3,514-37.5% |
| Admin fee / account holder | $495 | $314+57.8% | $3,839-87.1% | $847-41.6% |