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: RETIREMENT AND BENEFIT SYSTEMS LLC Service code 13 | Contract Administrator | $17,484 |
MMLIS1 year Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $7,412 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,400 |
Filed as: RETIREMENT & BENEFIT SYSTEMS LLC Service code 13 · EIN 06-1456310 | Contract Administrator | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,602 | $100,923+144.3% | $150,045+64.4% | $74,304+231.9% |
| Participation rate | 93.5% | 70.1%+23.4pp | 82.3%+11.2pp | 60.3%+33.1pp |
| Annual return | 8.20% | 51.77%-43.6pp | 62.55%-54.3pp | 29.43%-21.2pp |
| Employer contribution / active EE | $6,917 | $3,463+99.7% | $4,693+47.4% | $2,241+208.6% |
| Participant deferral / active EE | $9,186 | $6,709+36.9% | $7,997+14.9% | $3,767+143.8% |
| Admin fee / account holder | $9 | $2,767-99.7% | $13,435-99.9% | $2,969-99.7% |