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: MASSMUTUAL LIFE INSURANCE COMPANY Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $106,969 |
Filed as: GALLAGHER BENEFIT SERVICES, INC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $38,400 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $18,647 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $6,600 |
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 | $172,151 | $50,199+242.9% | $70,092+145.6% | $66,914+157.3% |
| Participation rate | 70.0% | 66.3%+3.7pp | 70.5%-0.4pp | 69.8%+0.2pp |
| Annual return | -11.73% | -13.85%+2.1pp | 190.73%-202.5pp | 1.58%-13.3pp |
| Employer contribution / active EE | $3,748 | $1,864+101.1% | $2,559+46.5% | $2,544+47.3% |
| Participant deferral / active EE | $6,538 | $3,112+110.1% | $3,849+69.9% | $4,237+54.3% |
| Admin fee / account holder | $836 | $600+39.5% | $6,267-86.7% | $593+41.0% |