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 COMP Service code 55 PO BOX 771115 · CINCINNATI, OH 452771115 | Other Commissions | $9,081 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,767 |
Filed as: MSI FINANCIAL SERVICES Service code 55 1295 STATE ST MIP E410 · SPRINGFIELD, MA 01111 | Other Commissions | $4,648 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,050 |
Service code 27 6011 WEST COURTYARD DR., STE 405 · AUSTIN, TX 78730 | Advisory (Plan) | $1,185 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,336 | $44,059+0.6% | $71,671-38.1% | $69,631-36.3% |
| Participation rate | 31.0% | 60.8%-29.8pp | 68.7%-37.7pp | 70.7%-39.7pp |
| Annual return | 12.29% | 21.97%-9.7pp | 20.65%-8.4pp | 27571.02%-27558.7pp |
| Employer contribution / active EE | $697 | $1,305-46.6% | $2,460-71.7% | $2,032-65.7% |
| Participant deferral / active EE | $1,184 | $2,370-50.0% | $3,438-65.6% | $3,224-63.3% |
| Admin fee / account holder | $127 | $108+18.4% | $5,558-97.7% | $110+15.4% |