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 8-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 | $103,057 |
SAGEVIEW ADVISORY GROUP, LLC5 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $40,000 |
Service code 27 · EIN 59-2438373 | Advisory (Plan) | $30,061 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,340 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $129,882 | $59,159+119.5% | $159,960-18.8% | $66,914+94.1% |
| Participation rate | 65.4% | 68.1%-2.8pp | 78.0%-12.6pp | 69.8%-4.4pp |
| Annual return | -14.75% | -12.26%-2.5pp | 408.60%-423.4pp | 1.58%-16.3pp |
| Employer contribution / active EE | $2,622 | $1,983+32.2% | $4,226-38.0% | $2,544+3.0% |
| Participant deferral / active EE | $6,340 | $4,395+44.3% | $6,182+2.6% | $4,237+49.6% |
| Admin fee / account holder | $1,493 | $591+152.7% | $8,698-82.8% | $593+151.7% |