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 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $34,782 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $29,545 |
RETIREMENTPLANS.COM, LLC3 years Service code 13 · EIN 80-0968774 16051 ADDISON ROAD, SUITE 205 · ADDISON, TX 75001 | Contract Administrator | $12,094 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,637 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $4,399 |
RETIREMENTPLANS.COM, LLC1 year Filed as: RETIREMENTPLANS.COM,LLC Service code 13 | Contract Administrator | $100 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,699 | $65,061+4.1% | $143,757-52.9% | $66,914+1.2% |
| Participation rate | 74.7% | 65.2%+9.5pp | 80.3%-5.6pp | 69.8%+4.9pp |
| Annual return | -14.73% | -11.14%-3.6pp | -0.04%-14.7pp | 1.58%-16.3pp |
| Employer contribution / active EE | $2,346 | $2,361-0.6% | $4,951-52.6% | $2,544-7.8% |
| Participant deferral / active EE | $4,209 | $2,919+44.2% | $5,637-25.3% | $4,237-0.7% |
| Admin fee / account holder | $501 | $502-0.3% | $14,673-96.6% | $593-15.6% |