See peer percentile detail. $4.99 for your first month.
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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 | $63,566 |
EEC ADMINISTRATION1 year Service code 13 · EIN 46-0857343 14821 YORBA STREET #201 · TUSTIN, CA 92780 | Contract Administrator | $11,420 |
Filed as: EMPOWER ANNUITY COMPANY OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,832 |
CAPITAL SYNERGY PARTNERS1 year Service code 53 | Insurance Commissions | $3,647 |
CAPITAL SYNERGY PARTNERS2 years Filed as: CAPTIAL SYNERGY PARTNERS, INC. Service code 53 · EIN 33-0837865 | Insurance Commissions | $0 |
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 | $89,348 | $102,553-12.9% | $151,611-41.1% | $66,914+33.5% |
| Participation rate | 47.7% | 85.5%-37.8pp | 87.5%-39.8pp | 69.8%-22.1pp |
| Annual return | -13.71% | -10.82%-2.9pp | 3.33%-17.0pp | 1.58%-15.3pp |
| Employer contribution / active EE | $2,059 | $4,180-50.7% | $6,166-66.6% | $2,544-19.1% |
| Participant deferral / active EE | $8,212 | $6,641+23.7% | $8,363-1.8% | $4,237+93.8% |
| Admin fee / account holder | $459 | $630-27.2% | $11,616-96.1% | $593-22.7% |