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 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $7,487 |
EVERHART ADVISORS1 year Service code 27 · EIN 31-1440043 | Advisory (Plan) | $4,173 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,294 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,282 | $65,435-79.7% | $86,677-84.7% | $66,914-80.2% |
| Participation rate | 88.2% | 75.5%+12.8pp | 76.6%+11.7pp | 69.8%+18.4pp |
| Annual return | -13.60% | -10.89%-2.7pp | 35.91%-49.5pp | 1.58%-15.2pp |
| Employer contribution / active EE | $840 | $2,153-61.0% | $2,836-70.4% | $2,544-67.0% |
| Participant deferral / active EE | $0 | $4,100-100.0% | $4,656-100.0% | $4,237-100.0% |
| Admin fee / account holder | $62 | $642-90.3% | $7,493-99.2% | $593-89.5% |