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 64 · EIN 04-1590850 | Recordkeeping Fees | $86,824 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,311 |
Filed as: GALLAGHER BENEFIT SERVICES, INC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $8,333 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 32-5255235 | Advisory (Plan) | $7,703 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $62,075 | $79,124-21.5% | $60,874+2.0% | $64,808-4.2% |
| Participation rate | 97.3% | 77.7%+19.5pp | 73.1%+24.2pp | 71.5%+25.8pp |
| Annual return | -15.85% | -7.13%-8.7pp | 16.90%-32.7pp | 32.82%-48.7pp |
| Employer contribution / active EE | $3,543 | $3,050+16.2% | $2,701+31.1% | $2,506+41.4% |
| Participant deferral / active EE | $7,761 | $3,725+108.4% | $3,817+103.3% | $4,310+80.1% |
| Admin fee / account holder | $134 | $106+26.8% | $3,224-95.8% | $188-28.7% |