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 64 · EIN 04-1590850 | Recordkeeping Fees | $22,865 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $20,668 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,112 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,190 | $84,487-28.8% | $125,339-52.0% | $66,914-10.0% |
| Participation rate | 69.5% | 76.4%-6.9pp | 82.4%-12.9pp | 69.8%-0.3pp |
| Annual return | -14.81% | -8.39%-6.4pp | 572.05%-586.9pp | 1.58%-16.4pp |
| Employer contribution / active EE | $2,951 | $3,553-16.9% | $4,814-38.7% | $2,544+16.0% |
| Participant deferral / active EE | $6,195 | $6,781-8.6% | $7,446-16.8% | $4,237+46.2% |
| Admin fee / account holder | $369 | $685-46.1% | $10,010-96.3% | $593-37.7% |