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 Service code 27 INS COMP DBA MML INVESTO · CINCINNATI, OH 452771115 | Advisory (Plan) | $28,268 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,570 |
ELLIS BENEFITS GROUP, INC.4+ years Service code 13 | Contract Administrator | $4,038 |
ELLIS BENEFITS GROUP, INC.3 years Filed as: ELLIS BENEFITS GROUP Service code 13 P.O BOX 2470 · CORDOVA, TN 380882470 | Contract Administrator | $3,930 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $700 |
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 | $69,654 | $77,813-10.5% | $123,544-43.6% | $64,186+8.5% |
| Participation rate | 83.8% | 74.7%+9.0pp | 82.3%+1.5pp | 69.6%+14.2pp |
| Annual return | -3.36% | 12.48%-15.8pp | 119.20%-122.6pp | 7.63%-11.0pp |
| Employer contribution / active EE | $1,439 | $3,014-52.3% | $4,628-68.9% | $2,381-39.6% |
| Participant deferral / active EE | $4,283 | $5,240-18.3% | $6,426-33.3% | $3,470+23.5% |
| Admin fee / account holder | $187 | $5,519-96.6% | $9,284-98.0% | $4,888-96.2% |