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: MASSMUTUAL LIFE INSURANCE COMPANY Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $30,756 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL - RP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $15,333 |
JPMORGAN INVEST HOLDINGS LLC8+ years Filed as: CHASE BENEFIT ADVISORS Service code 13 · EIN 54-1370499 | Contract Administrator | $13,406 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,918 |
LPL FINANCIAL8+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $3,067 |
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 | $55,701 | $62,603-11.0% | $104,294-46.6% | $66,914-16.8% |
| Participation rate | 91.7% | 59.6%+32.1pp | 73.3%+18.5pp | 69.8%+21.9pp |
| Annual return | -10.46% | -14.70%+4.2pp | 24.61%-35.1pp | 1.58%-12.0pp |
| Employer contribution / active EE | $1,547 | $1,972-21.5% | $3,372-54.1% | $2,544-39.2% |
| Participant deferral / active EE | $2,463 | $2,853-13.6% | $4,625-46.7% | $4,237-41.9% |
| Admin fee / account holder | $410 | $656-37.5% | $7,339-94.4% | $593-30.9% |