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 INSURANCE Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $53,665 |
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $33,042 |
Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 13 · EIN 23-3044062 | Contract Administrator | $13,214 |
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2077092 506 CARNEGIE CENTER #400 · PRINCETON, NJ 08540 | Accounting | $12,428 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,812 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITHBROWN PC Service code 10 · EIN 22-2077092 | Accounting | $3,953 |
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 | $138,716 | $73,867+87.8% | $143,757-3.5% | $68,494+102.5% |
| Participation rate | 92.8% | 66.7%+26.1pp | 80.3%+12.5pp | 67.9%+24.9pp |
| Annual return | -18.96% | 1.01%-20.0pp | -0.04%-18.9pp | -7.84%-11.1pp |
| Employer contribution / active EE | $4,813 | $3,184+51.2% | $4,951-2.8% | $2,596+85.4% |
| Participant deferral / active EE | $9,113 | $3,384+169.3% | $5,637+61.7% | $4,027+126.3% |
| Admin fee / account holder | $1,055 | $5,755-81.7% | $14,673-92.8% | $5,403-80.5% |