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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $28,614 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 1255 MANCHESTER ROAD · ST LOUIS, MO 63131 | Advisory (Plan) | $10,198 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,623 |
PINNACLE PENSION SERVICES2 years Service code 13 | Contract Administrator | $4,833 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,417 | $46,292-66.7% | $143,757-89.3% | $64,808-76.2% |
| Participation rate | 55.4% | 64.2%-8.8pp | 80.3%-24.9pp | 71.5%-16.1pp |
| Annual return | -7.27% | -10.05%+2.8pp | -0.04%-7.2pp | 32.82%-40.1pp |
| Employer contribution / active EE | $1,224 | $1,910-35.9% | $4,951-75.3% | $2,506-51.1% |
| Participant deferral / active EE | $2,454 | $2,646-7.3% | $5,637-56.5% | $4,310-43.1% |
| Admin fee / account holder | $126 | $154-18.4% | $14,673-99.1% | $188-33.2% |