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 MURUAL LIFE INSURANCE Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $145,652 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,008 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $307,281 | $64,119+379.2% | $112,228+173.8% | $66,914+359.2% |
| Participation rate | 91.3% | 68.5%+22.8pp | 75.1%+16.2pp | 69.8%+21.5pp |
| Annual return | -13.22% | -13.81%+0.6pp | 27.45%-40.7pp | 1.58%-14.8pp |
| Employer contribution / active EE | $31,717 | $3,005+955.4% | $3,635+772.7% | $2,544+1146.6% |
| Participant deferral / active EE | $499 | $3,693-86.5% | $4,728-89.5% | $4,237-88.2% |
| Admin fee / account holder | $606 | $625-3.0% | $6,410-90.5% | $593+2.2% |