See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $94,538 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $47,180 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,127 |
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 | $174,256 | $64,119+171.8% | $112,228+55.3% | $66,914+160.4% |
| Participation rate | 98.8% | 68.5%+30.3pp | 75.1%+23.7pp | 69.8%+29.0pp |
| Annual return | -12.38% | -13.81%+1.4pp | 27.45%-39.8pp | 1.58%-14.0pp |
| Employer contribution / active EE | $12,607 | $3,005+319.5% | $3,635+246.9% | $2,544+395.5% |
| Participant deferral / active EE | $6,281 | $3,693+70.1% | $4,728+32.8% | $4,237+48.2% |
| Admin fee / account holder | $466 | $625-25.5% | $6,410-92.7% | $593-21.5% |