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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $92,047 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 27 · EIN 36-4291971 | Advisory (Plan) | $25,600 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $14,633 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $4,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,103 | $61,756-44.8% | $70,092-51.3% | $77,904-56.2% |
| Participation rate | 59.8% | 79.9%-20.1pp | 70.5%-10.6pp | 73.7%-13.8pp |
| Annual return | -9.57% | -11.86%+2.3pp | 190.73%-200.3pp | 12.21%-21.8pp |
| Employer contribution / active EE | $1,166 | $2,706-56.9% | $2,559-54.4% | $2,848-59.1% |
| Participant deferral / active EE | $918 | $3,977-76.9% | $3,849-76.2% | $4,806-80.9% |
| Admin fee / account holder | $174 | $101+71.4% | $6,267-97.2% | $133+31.0% |