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 52 · EIN 04-1590850 | Indirect Investment Fees | $21,628 |
Service code 27 · EIN 04-2675571 29 SAWYER RD · WALTHAM, MA 02453 | Advisory (Plan) | $8,901 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,068 |
Service code 13 · EIN 04-2530412 | Contract Administrator | $2,847 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $0 |
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 | $34,040 | $71,883-52.6% | $86,677-60.7% | $68,494-50.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -8.18% | 3.52%-11.7pp | 35.91%-44.1pp | -7.84%-0.3pp |
| Employer contribution / active EE | $1,287 | $2,173-40.8% | $2,836-54.6% | $2,596-50.4% |
| Participant deferral / active EE | $2,367 | $3,779-37.4% | $4,656-49.2% | $4,027-41.2% |
| Admin fee / account holder | $343 | $6,112-94.4% | $7,493-95.4% | $5,403-93.6% |