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 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $74,428 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 27 · EIN 36-4291971 | Advisory (Plan) | $30,937 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,555 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $6,875 |
CAMPBELL ALBRECHT7 years Service code 13 · EIN 77-0536619 20750 VENTURA BOULEVARD · WOODLAND HILLS, CA 91364 | 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 | $82,467 | $50,199+64.3% | $70,092+17.7% | $66,914+23.2% |
| Participation rate | 81.9% | 66.3%+15.5pp | 70.5%+11.4pp | 69.8%+12.1pp |
| Annual return | -15.15% | -13.85%-1.3pp | 190.73%-205.9pp | 1.58%-16.7pp |
| Employer contribution / active EE | $1,826 | $1,864-2.0% | $2,559-28.6% | $2,544-28.2% |
| Participant deferral / active EE | $3,442 | $3,112+10.6% | $3,849-10.6% | $4,237-18.8% |
| Admin fee / account holder | $689 | $600+14.9% | $6,267-89.0% | $593+16.2% |