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: MASS. MUTUAL LIFE INSURANCE COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $76,174 |
Service code 27 · EIN 47-1411118 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $55,195 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,599 |
THE ANGELL PENSION GROUP, INC.8+ years Service code 13 · EIN 04-2530412 | Contract Administrator | $21,471 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,494 | $72,254+3.1% | $86,677-14.1% | $64,808+14.9% |
| Participation rate | 95.4% | 80.4%+15.0pp | 76.6%+18.8pp | 71.5%+23.9pp |
| Annual return | -13.21% | 392.42%-405.6pp | 35.91%-49.1pp | 32.82%-46.0pp |
| Employer contribution / active EE | $2,641 | $2,393+10.3% | $2,836-6.9% | $2,506+5.4% |
| Participant deferral / active EE | $5,404 | $4,658+16.0% | $4,656+16.1% | $4,310+25.4% |
| Admin fee / account holder | $216 | $174+24.3% | $7,493-97.1% | $188+15.1% |