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 64 · EIN 04-1590850 | Recordkeeping Fees | $113,349 |
Service code 27 · EIN 47-1411118 4340 REDWOOD HWY SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $66,250 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 52 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Indirect Investment Fees | $18,782 |
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 | $47,996 | $47,898+0.2% | $117,472-59.1% | $64,808-25.9% |
| Participation rate | 94.3% | 61.9%+32.4pp | 70.6%+23.7pp | 71.5%+22.8pp |
| Annual return | -12.56% | -15.54%+3.0pp | 29.74%-42.3pp | 32.82%-45.4pp |
| Employer contribution / active EE | $2,458 | $1,774+38.6% | $4,176-41.1% | $2,506-1.9% |
| Participant deferral / active EE | $2,988 | $3,151-5.2% | $4,070-26.6% | $4,310-30.7% |
| Admin fee / account holder | $366 | $132+177.5% | $5,645-93.5% | $188+94.7% |