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 49 · EIN 04-1590850 | Other Services | $85,982 |
EDWARD JONES4 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $52,296 |
Filed as: M2B RETIREMENT CONSULTING, LLC Service code 13 · EIN 81-3989034 | Contract Administrator | $15,948 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,247 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,127 | $72,254-54.2% | $86,677-61.8% | $64,808-48.9% |
| Participation rate | 97.2% | 80.4%+16.8pp | 76.6%+20.6pp | 71.5%+25.7pp |
| Annual return | -16.91% | 392.42%-409.3pp | 35.91%-52.8pp | 32.82%-49.7pp |
| Employer contribution / active EE | $1,904 | $2,393-20.4% | $2,836-32.9% | $2,506-24.0% |
| Participant deferral / active EE | $2,870 | $4,658-38.4% | $4,656-38.4% | $4,310-33.4% |
| Admin fee / account holder | $164 | $174-5.9% | $7,493-97.8% | $188-12.9% |