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 INS CO Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $47,722 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,849 |
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIREMENT ADVANTAGE, INC Service code 13 · EIN 39-1816008 | Contract Administrator | $5,254 |
STUART GRABOIS1 year Filed as: STUART J BRONSON Service code 53 2597 HOPKINTON RD · CONTOOCOOK, NH 03229 | Insurance Commissions | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,369 | $102,553-9.9% | $151,611-39.1% | $66,914+38.0% |
| Participation rate | 89.8% | 85.5%+4.3pp | 87.5%+2.3pp | 69.8%+20.0pp |
| Annual return | -17.48% | -10.82%-6.7pp | 3.33%-20.8pp | 1.58%-19.1pp |
| Employer contribution / active EE | $2,617 | $4,180-37.4% | $6,166-57.6% | $2,544+2.9% |
| Participant deferral / active EE | $6,921 | $6,641+4.2% | $8,363-17.3% | $4,237+63.3% |
| Admin fee / account holder | $529 | $630-16.1% | $11,616-95.4% | $593-10.9% |