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 9-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 | $40,825 |
Filed as: RAYMOND JAMES FIN SVCS ADV, INC. Service code 27 · EIN 59-2937883 | Advisory (Plan) | $24,668 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,526 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,312 | $42,353+2.3% | $79,550-45.6% | $64,808-33.2% |
| Participation rate | 72.9% | 64.8%+8.2pp | 69.5%+3.5pp | 71.5%+1.5pp |
| Annual return | 2.69% | -12.24%+14.9pp | 0.16%+2.5pp | 32.82%-30.1pp |
| Employer contribution / active EE | $1,192 | $1,181+1.0% | $2,413-50.6% | $2,506-52.4% |
| Participant deferral / active EE | $4,342 | $3,170+37.0% | $3,985+8.9% | $4,310+0.7% |
| Admin fee / account holder | $231 | $160+44.6% | $6,832-96.6% | $188+22.9% |