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: MASSACHUSSETTS MUTUAL LIFE INS. CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $196,908 |
RBG CAPITAL MARKETS, LLC3 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $75,882 |
EMPLOYEE BENEFITS GROUP, LLC8+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $40,424 |
Filed as: EMPOWER ANNUITY INS CO. OF AMERICA Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,131 |
Service code 50 · EIN 73-0950060 | Direct Payment | $29,863 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,189 | $76,774-52.9% | $112,228-67.8% | $77,904-53.5% |
| Participation rate | 98.5% | 80.2%+18.3pp | 75.1%+23.4pp | 73.7%+24.8pp |
| Annual return | -13.17% | -10.25%-2.9pp | 27.45%-40.6pp | 12.21%-25.4pp |
| Employer contribution / active EE | $2,165 | $3,977-45.6% | $3,635-40.4% | $2,848-24.0% |
| Participant deferral / active EE | $464 | $3,778-87.7% | $4,728-90.2% | $4,806-90.4% |
| Admin fee / account holder | $252 | $239+5.3% | $6,410-96.1% | $133+89.8% |