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: MASSACHUSSETS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $31,318 |
Filed as: AMERICAN FIN NETWORK ADV SVCS LLC Service code 27 · EIN 90-0897271 | Advisory (Plan) | $18,607 |
QBI, LLC2 years Service code 13 · EIN 26-2768667 | Contract Administrator | $3,023 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,205 | $65,322-23.1% | $70,449-28.7% | $73,488-31.7% |
| Participation rate | 17.7% | 77.0%-59.2pp | 75.1%-57.3pp | 70.7%-52.9pp |
| Annual return | 5.35% | 15.71%-10.4pp | 109.03%-103.7pp | 28.51%-23.2pp |
| Employer contribution / active EE | $1,037 | $2,460-57.8% | $2,737-62.1% | $2,270-54.3% |
| Participant deferral / active EE | $1,715 | $3,375-49.2% | $3,709-53.7% | $3,740-54.1% |
| Admin fee / account holder | $745 | $214+248.1% | $3,845-80.6% | $513+45.2% |