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 52 · EIN 04-1590850 100 BRIGHT MEADOW BOULEVARD · ENFIELD, CT 06082 | Indirect Investment Fees | $13,046 |
HIGHLAND FINANCIAL, LTD7 years Service code 27 | Advisory (Plan) | $8,111 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 | Recordkeeping Fees | $3,092 |
HIGHLAND FINANCIAL, LTD5 years Filed as: HIGHLAND FINANCIAL LTD Service code 27 · EIN 25-1616884 | Advisory (Plan) | $2,477 |
EPIC RETIREMENT PLAN SERVICES8+ years Filed as: RETIREMENT PLAN SOLUTIONS Service code 13 · EIN 30-0337628 PO BOX 250 · TIPTON, PA 16684 | Contract Administrator | $1,926 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Account ... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,719 | $65,061-82.0% | $143,757-91.8% | $66,914-82.5% |
| Participation rate | 94.0% | 65.2%+28.8pp | 80.3%+13.6pp | 69.8%+24.2pp |
| Annual return | -17.14% | -11.14%-6.0pp | -0.04%-17.1pp | 1.58%-18.7pp |
| Employer contribution / active EE | $689 | $2,361-70.8% | $4,951-86.1% | $2,544-72.9% |
| Participant deferral / active EE | $1,979 | $2,919-32.2% | $5,637-64.9% | $4,237-53.3% |
| Admin fee / account holder | $51 | $502-89.8% | $14,673-99.7% | $593-91.4% |