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 | Float revenue; Recordkeeping fees | $63,149 |
DA DAVIDSON & CO1 year Filed as: D.A. DAVIDSON & CO. Service code 27 · EIN 81-0139474 | Advisory (Plan) | $24,017 |
USI CONSULTING GROUP3 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $20,186 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,360 |
Service code 13 · EIN 47-0800241 | Contract Administrator | $7,872 |
Filed as: BENEFIT PLANS, INC. Service code 13 · EIN 47-0617162 | Contract Administrator | $2,273 |
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 | $122,232 | $84,487+44.7% | $125,339-2.5% | $66,914+82.7% |
| Participation rate | 93.1% | 76.4%+16.7pp | 82.4%+10.8pp | 69.8%+23.3pp |
| Annual return | -14.31% | -8.39%-5.9pp | 572.05%-586.4pp | 1.58%-15.9pp |
| Employer contribution / active EE | $4,997 | $3,553+40.6% | $4,814+3.8% | $2,544+96.4% |
| Participant deferral / active EE | $8,842 | $6,781+30.4% | $7,446+18.7% | $4,237+108.7% |
| Admin fee / account holder | $748 | $685+9.2% | $10,010-92.5% | $593+26.1% |