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 CO Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $33,678 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,952 |
SAGEPOINT FINANCIAL INC8+ years Filed as: FSC SECURITIES CORPORATION Service code 27 · EIN 58-1288674 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $50,269 | $45,602+10.2% | $117,472-57.2% | $66,914-24.9% |
| Participation rate | 52.8% | 57.6%-4.8pp | 70.6%-17.8pp | 69.8%-17.0pp |
| Annual return | -15.90% | -16.74%+0.8pp | 29.74%-45.6pp | 1.58%-17.5pp |
| Employer contribution / active EE | $1,511 | $1,579-4.3% | $4,176-63.8% | $2,544-40.6% |
| Participant deferral / active EE | $2,391 | $2,845-15.9% | $4,070-41.2% | $4,237-43.6% |
| Admin fee / account holder | $252 | $661-61.8% | $5,645-95.5% | $593-57.5% |