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: MASSMUTUAL INSURANCE CO Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $40,349 |
Filed as: GREAT WEST LIFE & ANNUITY INS. CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,806 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 6311 ATRIUM DR · LAKEWOOD RANCH, FL 34211 | Advisory (Plan) | $8,359 |
PENSION ASSURANCE LLP8+ years Filed as: KB PENSION SERVICES, INC Service code 13 · EIN 65-0721164 9423 TOWN CENTER PARKWAY · LAKEWOOD RANCH, FL 34202 | Contract Administrator | $3,285 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,680 | $51,197-61.6% | $82,719-76.2% | $66,914-70.6% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.6%+27.4pp | 69.8%+30.2pp |
| Annual return | -15.43% | -9.64%-5.8pp | 701.18%-716.6pp | 1.58%-17.0pp |
| Employer contribution / active EE | $3,360 | $2,611+28.7% | $3,009+11.7% | $2,544+32.0% |
| Participant deferral / active EE | $730 | $3,458-78.9% | $4,395-83.4% | $4,237-82.8% |
| Admin fee / account holder | $230 | $416-44.8% | $5,329-95.7% | $593-61.3% |