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 6-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 | $65,479 |
LPL FINANCIAL1 year Service code 27 · EIN 04-3046611 | Advisory (Plan) | $14,806 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $12,707 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $10,782 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,454 | $46,292-8.3% | $143,757-70.5% | $64,808-34.5% |
| Participation rate | 92.0% | 64.2%+27.8pp | 80.3%+11.7pp | 71.5%+20.5pp |
| Annual return | -16.51% | -10.05%-6.5pp | -0.04%-16.5pp | 32.82%-49.3pp |
| Employer contribution / active EE | $1,480 | $1,910-22.5% | $4,951-70.1% | $2,506-40.9% |
| Participant deferral / active EE | $3,611 | $2,646+36.5% | $5,637-35.9% | $4,310-16.2% |
| Admin fee / account holder | $254 | $154+65.0% | $14,673-98.3% | $188+35.1% |