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 INS CO Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $188,651 |
Service code 13 · EIN 65-1205077 | Contract Administrator | $102,812 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,805 |
Filed as: INVESTMENT PERFORMANCE SERVICES, LL Service code 27 · EIN 58-2432390 | Advisory (Plan) | $20,000 |
MCCHESNEY & DALE3 years Filed as: MCCHESNEY & DALE, P.C. Service code 29 · EIN 52-1842141 | Legal | $14,520 |
CALIBRE CPA GROUP PLLC4 years Filed as: CALIBRE CPA GROUP Service code 10 · EIN 47-0900880 | Accounting | $9,770 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,549 | $76,774-83.7% | $112,228-88.8% | $77,904-83.9% |
| Participation rate | 97.4% | 80.2%+17.2pp | 75.1%+22.3pp | 73.7%+23.7pp |
| Annual return | -14.69% | -10.25%-4.4pp | 27.45%-42.1pp | 12.21%-26.9pp |
| Employer contribution / active EE | $1,056 | $3,977-73.5% | $3,635-71.0% | $2,848-62.9% |
| Participant deferral / active EE | $341 | $3,778-91.0% | $4,728-92.8% | $4,806-92.9% |
| Admin fee / account holder | $125 | $239-47.6% | $6,410-98.0% | $133-5.5% |