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 4-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 | $24,008 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,822 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,146 | $84,487-52.5% | $125,339-68.0% | $66,914-40.0% |
| Participation rate | 81.3% | 76.4%+4.9pp | 82.4%-1.0pp | 69.8%+11.5pp |
| Annual return | -11.81% | -8.39%-3.4pp | 572.05%-583.9pp | 1.58%-13.4pp |
| Employer contribution / active EE | $2,830 | $3,553-20.3% | $4,814-41.2% | $2,544+11.2% |
| Participant deferral / active EE | $5,848 | $6,781-13.8% | $7,446-21.5% | $4,237+38.0% |
| Admin fee / account holder | $183 | $685-73.4% | $10,010-98.2% | $593-69.2% |