Filed March 21, 2025
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 | $71,035 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,851 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 27 · EIN 59-2937883 | Advisory (Plan) | $11,136 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $4,153 |
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 38 · EIN 04-1590850 | Participant Communication | $636 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,148 | $79,124-15.1% | $60,874+10.3% | $64,808+3.6% |
| Participation rate | 87.1% | 77.7%+9.3pp | 73.1%+14.0pp | 71.5%+15.6pp |
| Annual return | -14.22% | -7.13%-7.1pp | 16.90%-31.1pp | 32.82%-47.0pp |
| Employer contribution / active EE | $3,937 | $3,050+29.1% | $2,701+45.7% | $2,506+57.1% |
| Participant deferral / active EE | $3,834 | $3,725+2.9% | $3,817+0.4% | $4,310-11.1% |
| Admin fee / account holder | $288 | $106+172.6% | $3,224-91.1% | $188+53.4% |