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 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $720 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,508 | $65,435+35.3% | $86,677+2.1% | $66,914+32.3% |
| Participation rate | 82.4% | 75.5%+6.9pp | 76.6%+5.8pp | 69.8%+12.6pp |
| Annual return | -16.69% | -10.89%-5.8pp | 35.91%-52.6pp | 1.58%-18.3pp |
| Employer contribution / active EE | $4,039 | $2,153+87.6% | $2,836+42.4% | $2,544+58.8% |
| Participant deferral / active EE | $3,569 | $4,100-13.0% | $4,656-23.3% | $4,237-15.8% |
| Admin fee / account holder | $5 | $642-99.1% | $7,493-99.9% | $593-99.1% |