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 |
|---|---|---|
MA MUTUAL LIFE INS COMPANY4 years Service code 62 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 011110001 | Recordkeeping fees; Float revenue | $16,046 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 · EIN 84-2953346 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,098 |
Service code 13 · EIN 63-0813240 110 OFFICE PARK DRIVE,SUITE 100 · BIRMINGHAM, AL 35223 | Contract Administrator | $0 |
Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 53 · EIN 59-1199408 | Insurance Commissions | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,026 | $65,061+124.4% | $143,757+1.6% | $66,914+118.2% |
| Participation rate | 77.1% | 65.2%+12.0pp | 80.3%-3.2pp | 69.8%+7.3pp |
| Annual return | -9.32% | -11.14%+1.8pp | -0.04%-9.3pp | 1.58%-10.9pp |
| Employer contribution / active EE | $6,940 | $2,361+194.0% | $4,951+40.2% | $2,544+172.8% |
| Participant deferral / active EE | $5,279 | $2,919+80.9% | $5,637-6.4% | $4,237+24.6% |
| Admin fee / account holder | $134 | $502-73.2% | $14,673-99.1% | $593-77.3% |