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 |
|---|---|---|
Service code 99 · EIN 63-1263192 | Other Fees | $19,644 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $300 |
Filed as: KASSOUF RETIREMENT PLAN SERVICES Service code 14 | Plan Administrator | $75 |
Filed as: EMPOWER ANNUITY INS COMP OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Filed as: KASSOUF RETIREMENT PLAN SERVICE LLC Service code 14 · EIN 63-1239553 | Plan Administrator | $0 |
Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 53 · EIN 59-1199408 | Insurance Commissions | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,121 | $73,867+168.2% | $143,757+37.8% | $68,494+189.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.41% | 1.01%-16.4pp | -0.04%-15.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $3,229 | $3,184+1.4% | $4,951-34.8% | $2,596+24.4% |
| Participant deferral / active EE | $5,389 | $3,384+59.2% | $5,637-4.4% | $4,027+33.8% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,673-100.0% | $5,403-100.0% |