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 64 · EIN 04-1590850 | Recordkeeping Fees | $40,177 |
EDWARD JONES2 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $19,485 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,479 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,659 | $50,458-21.4% | $159,960-75.2% | $64,808-38.8% |
| Participation rate | 85.3% | 68.0%+17.2pp | 78.0%+7.3pp | 71.5%+13.8pp |
| Annual return | -12.31% | -13.42%+1.1pp | 408.60%-420.9pp | 32.82%-45.1pp |
| Employer contribution / active EE | $2,298 | $1,722+33.4% | $4,226-45.6% | $2,506-8.3% |
| Participant deferral / active EE | $3,593 | $4,004-10.2% | $6,182-41.9% | $4,310-16.6% |
| Admin fee / account holder | $205 | $706-71.0% | $8,698-97.6% | $188+9.0% |