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 7-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: MASS MUTUAL LIFE INS CO Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $31,098 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,448 |
MY BENEFITS, LLC4 years Service code 13 · EIN 45-2098380 | Contract Administrator | $5,140 |
Filed as: MORGAN STANLEY INS SVC I Service code 55 1 NEW YORK PLZ 12TH FL · MANHATTAN, NY 10004 | Other Commissions | $3,143 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,159 | $65,435-8.1% | $86,677-30.6% | $66,914-10.1% |
| Participation rate | 73.4% | 75.5%-2.0pp | 76.6%-3.1pp | 69.8%+3.6pp |
| Annual return | -13.06% | -10.89%-2.2pp | 35.91%-49.0pp | 1.58%-14.6pp |
| Employer contribution / active EE | $3,760 | $2,153+74.6% | $2,836+32.6% | $2,544+47.8% |
| Participant deferral / active EE | $5,492 | $4,100+33.9% | $4,656+18.0% | $4,237+29.6% |
| Admin fee / account holder | $276 | $642-57.0% | $7,493-96.3% | $593-53.5% |