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 15 · EIN 04-1590850 | Recordkeeping | $103,747 |
MERCER1 year Filed as: MERCER GLOBAL ADVISORS INC Service code 27 · EIN 74-3257877 | Advisory (Plan) | $40,887 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $34,203 |
Filed as: RAYMOND JAMES & ASSOCIATES INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $13,247 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $279,243 | $84,487+230.5% | $125,339+122.8% | $66,914+317.3% |
| Participation rate | 99.2% | 76.4%+22.8pp | 82.4%+16.8pp | 69.8%+29.4pp |
| Annual return | -13.75% | -8.39%-5.4pp | 572.05%-585.8pp | 1.58%-15.3pp |
| Employer contribution / active EE | $8,646 | $3,553+143.3% | $4,814+79.6% | $2,544+239.8% |
| Participant deferral / active EE | $7,856 | $6,781+15.8% | $7,446+5.5% | $4,237+85.4% |
| Admin fee / account holder | $985 | $685+43.8% | $10,010-90.2% | $593+66.0% |