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, LLC8+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $20,441 |
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $8,014 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,086 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,845 | $46,292+29.3% | $143,757-58.4% | $64,808-7.7% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -13.55% | -10.05%-3.5pp | -0.04%-13.5pp | 32.82%-46.4pp |
| Employer contribution / active EE | $2,747 | $1,910+43.8% | $4,951-44.5% | $2,506+9.6% |
| Participant deferral / active EE | $4,822 | $2,646+82.2% | $5,637-14.5% | $4,310+11.9% |
| Admin fee / account holder | $21 | $154-86.1% | $14,673-99.9% | $188-88.6% |