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 COMP Service code 27 PO BOX 9500 · SPRINFIELD, MA 011029500 | Advisory (Plan) | $8,482 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,950 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $273 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $68,098 | $71,516-4.8% | $98,439-30.8% | $71,457-4.7% |
| Participation rate | 60.6% | 72.7%-12.1pp | 75.2%-14.6pp | 67.9%-7.3pp |
| Annual return | 17.87% | 32.41%-14.5pp | 21.16%-3.3pp | 28.85%-11.0pp |
| Employer contribution / active EE | $777 | $2,399-67.6% | $3,048-74.5% | $2,588-70.0% |
| Participant deferral / active EE | $3,138 | $4,109-23.6% | $4,738-33.8% | $4,289-26.8% |
| Admin fee / account holder | $69 | $1,675-95.9% | $8,948-99.2% | $1,587-95.6% |