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 INS CO Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $19,924 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,686 |
Filed as: DENNIS MACK JONES Service code 53 3139 S ATLANTA AVE · TULSA, OH 74105 | Insurance Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,944 | $71,883-41.6% | $86,677-51.6% | $68,494-38.8% |
| Participation rate | 87.0% | 72.2%+14.8pp | 76.6%+10.4pp | 67.9%+19.1pp |
| Annual return | -21.95% | 3.52%-25.5pp | 35.91%-57.9pp | -7.84%-14.1pp |
| Employer contribution / active EE | $1,381 | $2,173-36.4% | $2,836-51.3% | $2,596-46.8% |
| Participant deferral / active EE | $2,202 | $3,779-41.7% | $4,656-52.7% | $4,027-45.3% |
| Admin fee / account holder | $305 | $6,112-95.0% | $7,493-95.9% | $5,403-94.4% |