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: EMPOWER ANNUITY INS COMPANY OF AMER Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $31,670 |
NBT BANCORP NA1 year Filed as: NBT BANK NA DBA TPA EXPERTS Service code 13 41 CAMPUS DR · NEW GLOUCESTER, ME 04260 | Contract Administrator | $1,050 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMPA Service code 27 | Advisory (Plan) | $0 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 PO BOX 9500 · SPRINGFIELD, MA 011029500 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,342 | $79,013+16.9% | $100,391-8.0% | $74,495+24.0% |
| Participation rate | 91.6% | 79.5%+12.1pp | 81.5%+10.1pp | 67.2%+24.4pp |
| Annual return | 13.63% | 20.41%-6.8pp | 49.20%-35.6pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $2,045 | $3,021-32.3% | $3,942-48.1% | $2,623-22.0% |
| Participant deferral / active EE | $8,048 | $7,760+3.7% | $8,082-0.4% | $4,346+85.2% |
| Admin fee / account holder | $222 | $1,320-83.2% | $7,899-97.2% | $1,942-88.6% |