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 |
|---|---|---|
MMA SECURITIES LLC4 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $85,790 |
Filed as: MASSACHUTSETTS MUTUAL LIFE INSURANC Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $60,222 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,390 |
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 | $144,836 | $84,487+71.4% | $125,339+15.6% | $66,914+116.5% |
| Participation rate | 97.1% | 76.4%+20.7pp | 82.4%+14.7pp | 69.8%+27.3pp |
| Annual return | -11.78% | -8.39%-3.4pp | 572.05%-583.8pp | 1.58%-13.4pp |
| Employer contribution / active EE | $3,478 | $3,553-2.1% | $4,814-27.7% | $2,544+36.7% |
| Participant deferral / active EE | $9,538 | $6,781+40.6% | $7,446+28.1% | $4,237+125.1% |
| Admin fee / account holder | $633 | $685-7.6% | $10,010-93.7% | $593+6.7% |