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 |
|---|---|---|
EMPLOYEE BENEFITS GROUP, LLC5 years Service code 13 · EIN 73-1554797 | Contract Administrator | $5,609 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO. Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $1,143 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $40 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,080 | $110,094+100.8% | $151,611+45.8% | $68,494+222.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -10.79% | -10.12%-0.7pp | 3.33%-14.1pp | -7.84%-2.9pp |
| Employer contribution / active EE | $6,844 | $4,471+53.1% | $6,166+11.0% | $2,596+163.6% |
| Participant deferral / active EE | $3,396 | $6,527-48.0% | $8,363-59.4% | $4,027-15.7% |
| Admin fee / account holder | $15 | $7,719-99.8% | $11,616-99.9% | $5,403-99.7% |