See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS. CO Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $33,810 |
ROCKLAND TRUST6 years Filed as: ROCKLAND TRUST CO Service code 27 · EIN 04-1782600 | Advisory (Plan) | $19,779 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,121 |
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 | $86,001 | $64,707+32.9% | $112,228-23.4% | $68,494+25.6% |
| Participation rate | 78.6% | 67.2%+11.4pp | 75.1%+3.5pp | 67.9%+10.7pp |
| Annual return | -13.40% | -11.40%-2.0pp | 27.45%-40.8pp | -7.84%-5.6pp |
| Employer contribution / active EE | $5,985 | $2,746+118.0% | $3,635+64.7% | $2,596+130.5% |
| Participant deferral / active EE | $4,105 | $3,565+15.2% | $4,728-13.2% | $4,027+1.9% |
| Admin fee / account holder | $501 | $5,232-90.4% | $6,410-92.2% | $5,403-90.7% |