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 CO Service code 27 PO BOX 9500 · SPRINGFIELD, MA 011029500 | Advisory (Plan) | $13,773 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,845 |
FOUTS & MORGAN CPA'S, P.C.4 years Filed as: FOUTS & MORGAN CPAS PC Service code 10 1715 AARON BRENNER DR STE 700 · MEMPHIS, TN 38120 | Accounting | $7,830 |
BURLEIGH CONSULTING GROUP10+ years Service code 13 465 JACK KRAMER DRIVE - SUITE 2 · MEMPHIS, TN 38117 | Contract Administrator | $5,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,946 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,735 | $67,984-32.7% | $65,493-30.2% | $74,304-38.4% |
| Participation rate | 90.8% | 66.3%+24.4pp | 73.1%+17.7pp | 60.3%+30.4pp |
| Annual return | 14.62% | 19.87%-5.2pp | 982.45%-967.8pp | 29.43%-14.8pp |
| Employer contribution / active EE | $880 | $2,491-64.7% | $2,574-65.8% | $2,241-60.8% |
| Participant deferral / active EE | $2,937 | $3,346-12.2% | $3,961-25.9% | $3,767-22.0% |
| Admin fee / account holder | $175 | $1,373-87.3% | $5,028-96.5% | $2,969-94.1% |