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 38 · EIN 04-1590850 | Participant Communication | $90,042 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $33,593 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,958 | $61,756+183.3% | $70,092+149.6% | $77,904+124.6% |
| Participation rate | 97.6% | 79.9%+17.7pp | 70.5%+27.2pp | 73.7%+24.0pp |
| Annual return | -15.01% | -11.86%-3.1pp | 190.73%-205.7pp | 12.21%-27.2pp |
| Employer contribution / active EE | $6,222 | $2,706+129.9% | $2,559+143.1% | $2,848+118.5% |
| Participant deferral / active EE | $7,849 | $3,977+97.3% | $3,849+103.9% | $4,806+63.3% |
| Admin fee / account holder | $81 | $101-20.5% | $6,267-98.7% | $133-39.2% |