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 INSURANCE Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $122,299 |
Service code 27 444 W 47TH ST STE 900 · KANSAS CITY, MO 64112 | Advisory (Plan) | $66,800 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,419 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,755 | $64,612-30.7% | $86,436-48.2% | $64,808-30.9% |
| Participation rate | 95.7% | 81.5%+14.3pp | 80.3%+15.4pp | 71.5%+24.3pp |
| Annual return | -16.02% | 0.66%-16.7pp | 4394.89%-4410.9pp | 32.82%-48.8pp |
| Employer contribution / active EE | $3,485 | $2,744+27.0% | $3,769-7.5% | $2,506+39.1% |
| Participant deferral / active EE | $10,512 | $7,497+40.2% | $6,952+51.2% | $4,310+143.9% |
| Admin fee / account holder | $258 | $169+52.6% | $6,731-96.2% | $188+37.4% |