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 52 · EIN 04-1590850 | Indirect Investment Fees | $204,521 |
AURORA PRIVATE WEALTH INC3 years Filed as: AURORA PRIVATE WEALTH, INC. Service code 27 · EIN 47-4814591 | Advisory (Plan) | $102,717 |
ADP BROKER-DEALER4 years Filed as: PENSION CONSULTANTS, INC. Service code 13 | Contract Administrator | $39,631 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,690 |
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS INC. Service code 13 · EIN 06-1504963 | Contract Administrator | $11,060 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,985 | $136,266-77.3% | $90,749-65.9% | $77,904-60.2% |
| Participation rate | 89.9% | 86.6%+3.3pp | 75.7%+14.2pp | 73.7%+16.3pp |
| Annual return | 38.10% | -11.32%+49.4pp | -12.16%+50.3pp | 12.21%+25.9pp |
| Employer contribution / active EE | $694 | $4,215-83.5% | $2,921-76.2% | $2,848-75.6% |
| Participant deferral / active EE | $2,413 | $6,353-62.0% | $4,564-47.1% | $4,806-49.8% |
| Admin fee / account holder | $157 | $399-60.7% | $8,445-98.1% | $133+18.3% |