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 6-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 | $25,844 |
CERITY PARTNERS1 year Filed as: CERITY PARTNERS RETIREMENT SERVICES Service code 27 · EIN 35-2467663 | Advisory (Plan) | $15,802 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,150 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,532 | $72,607-67.6% | $90,749-74.1% | $66,914-64.8% |
| Participation rate | 87.8% | 73.7%+14.2pp | 75.7%+12.1pp | 69.8%+18.0pp |
| Annual return | -15.36% | -12.28%-3.1pp | -12.16%-3.2pp | 1.58%-16.9pp |
| Employer contribution / active EE | $1,072 | $2,369-54.7% | $2,921-63.3% | $2,544-57.9% |
| Participant deferral / active EE | $4,384 | $3,977+10.2% | $4,564-4.0% | $4,237+3.5% |
| Admin fee / account holder | $349 | $707-50.6% | $8,445-95.9% | $593-41.1% |