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 | $74,078 |
Filed as: UBS FINANCIAL SERVICES, INC Service code 27 · EIN 13-2638166 | Advisory (Plan) | $39,263 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,162 |
Service code 13 · EIN 27-0293282 | Contract Administrator | $11,529 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,786 | $102,553-43.7% | $151,611-61.9% | $66,914-13.6% |
| Participation rate | 75.1% | 85.5%-10.4pp | 87.5%-12.4pp | 69.8%+5.3pp |
| Annual return | -14.62% | -10.82%-3.8pp | 3.33%-18.0pp | 1.58%-16.2pp |
| Employer contribution / active EE | $2,987 | $4,180-28.5% | $6,166-51.6% | $2,544+17.4% |
| Participant deferral / active EE | $6,040 | $6,641-9.1% | $8,363-27.8% | $4,237+42.5% |
| Admin fee / account holder | $492 | $630-21.9% | $11,616-95.8% | $593-17.1% |