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 MUTAL LIFE INS. CO. Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $77,290 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,030 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 13 | Contract Administrator | $9,256 |
Filed as: HUB INVESTMENT ADVISORS INC Service code 27 11516 MIRACLE HILLS DR SUITE 100 · OMAHA, NE 68154 | Advisory (Plan) | $7,454 |
Filed as: SILVERSTONE ASSET MANAGEMENT INC. Service code 27 · EIN 20-1113894 | Advisory (Plan) | $4,155 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC. DBA FUTUREPL Service code 13 101 W BROADWAY SUITE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $1,886 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN CONSULTING - FORT WAYNE Service code 14 | Plan Administrator | $125 |
Service code 13 · EIN 11-3665754 | Contract Administrator | $0 |
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 | $49,498 | $179,636-72.4% | $112,228-55.9% | - |
| Participation rate | 98.8% | 66.3%+32.5pp | 75.1%+23.7pp | - |
| Annual return | -15.90% | -16.34%+0.4pp | 27.45%-43.3pp | - |
| Employer contribution / active EE | $2,772 | $2,897-4.3% | $3,635-23.7% | - |
| Participant deferral / active EE | $5,423 | $3,332+62.8% | $4,728+14.7% | - |
| Admin fee / account holder | $348 | $19,809-98.2% | $6,410-94.6% | - |