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 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $99,238 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,415 |
Service code 27 · EIN 81-0635433 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,750 | $50,458-17.3% | $159,960-73.9% | $64,808-35.6% |
| Participation rate | 89.1% | 68.0%+21.1pp | 78.0%+11.2pp | 71.5%+17.7pp |
| Annual return | -16.86% | -13.42%-3.4pp | 408.60%-425.5pp | 32.82%-49.7pp |
| Employer contribution / active EE | $1,255 | $1,722-27.1% | $4,226-70.3% | $2,506-49.9% |
| Participant deferral / active EE | $4,147 | $4,004+3.6% | $6,182-32.9% | $4,310-3.8% |
| Admin fee / account holder | $278 | $706-60.7% | $8,698-96.8% | $188+47.8% |