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: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,974 |
Filed as: MASS MUTUAL LIFE INS COMPANY Service code 55 | Other Commissions | $22,885 |
NBT BANCORP NA1 year Filed as: NBT BANK NA DBA TPA EXPERTS Service code 13 41 CAMPUS DRIVE · NEW GLOUCESTER, ME 04260 | Contract Administrator | $11,244 |
Filed as: EMPOWER ADVISORY TGROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,740 |
Filed as: MML INVESTORS SERVICES LLC Service code 55 PO BOX 9500 · SPRINGFIELD, MA 01102 | Other Commissions | $0 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,163 | $88,083+34.1% | $164,813-28.3% | $74,495+58.6% |
| Participation rate | 58.1% | 73.0%-15.0pp | 78.6%-20.5pp | 67.2%-9.1pp |
| Annual return | 18.60% | 17.26%+1.3pp | 69.93%-51.3pp | 1364.94%-1346.3pp |
| Employer contribution / active EE | $2,398 | $2,593-7.5% | $4,341-44.7% | $2,623-8.6% |
| Participant deferral / active EE | $5,311 | $4,498+18.1% | $6,031-11.9% | $4,346+22.2% |
| Admin fee / account holder | $408 | $2,234-81.7% | $12,690-96.8% | $1,942-79.0% |