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 | Indirect Investment Fees | $59,525 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,505 |
HUNNEX AND SHOEMAKER, INC.3 years Service code 13 · EIN 91-1072394 | Contract Administrator | $2,650 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,227 | $47,898-61.9% | $117,472-84.5% | $64,808-71.9% |
| Participation rate | 98.5% | 61.9%+36.6pp | 70.6%+27.9pp | 71.5%+27.0pp |
| Annual return | -15.05% | -15.54%+0.5pp | 29.74%-44.8pp | 32.82%-47.9pp |
| Employer contribution / active EE | $1,604 | $1,774-9.6% | $4,176-61.6% | $2,506-36.0% |
| Participant deferral / active EE | $2,699 | $3,151-14.3% | $4,070-33.7% | $4,310-37.4% |
| Admin fee / account holder | $89 | $132-32.7% | $5,645-98.4% | $188-52.8% |