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 | Recordkeeping fees; Float revenue | $11,923 |
Filed as: EMPOWER ANNUITY INSURANCE CO. OF AM Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $1,192 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,471 | $86,897+46.7% | $151,611-15.9% | $64,808+96.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | -9.10% | -3.57%-5.5pp | 3.33%-12.4pp | 32.82%-41.9pp |
| Employer contribution / active EE | $4,806 | $4,010+19.8% | $6,166-22.1% | $2,506+91.8% |
| Participant deferral / active EE | $5,267 | $6,690-21.3% | $8,363-37.0% | $4,310+22.2% |
| Admin fee / account holder | $34 | $153-77.8% | $11,616-99.7% | $188-81.9% |