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 INS COMP Service code 55 PO BOX 9500 · SPRINFIELD, MA 011029500 | Other Commissions | $54,178 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,212 | $91,407+49.0% | $135,903+0.2% | $71,457+90.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 22.95% | 29.90%-6.9pp | 68.23%-45.3pp | 28.85%-5.9pp |
| Employer contribution / active EE | $4,977 | $3,703+34.4% | $4,856+2.5% | $2,588+92.3% |
| Participant deferral / active EE | $11,803 | $7,092+66.4% | $7,758+52.1% | $4,289+175.2% |
| Admin fee / account holder | $1 | $1,266-99.9% | $10,762-100.0% | $1,587-99.9% |