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 5-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 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $60,556 |
BENEFIT SOLUTIONS, ETC.3+ years Filed as: BENEFIT SOLUTIONS, ETC Service code 13 | Contract Administrator | $16,169 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $12,950 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,393 |
BENEFIT SOLUTIONS, ETC.3+ years Service code 13 · EIN 81-3186048 | Contract Administrator | $1,835 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,349 | $46,292-75.5% | $143,757-92.1% | $64,808-82.5% |
| Participation rate | 97.2% | 64.2%+33.0pp | 80.3%+16.9pp | 71.5%+25.7pp |
| Annual return | -7.01% | -10.05%+3.0pp | -0.04%-7.0pp | 32.82%-39.8pp |
| Employer contribution / active EE | $2,245 | $1,910+17.5% | $4,951-54.7% | $2,506-10.4% |
| Participant deferral / active EE | $1,532 | $2,646-42.1% | $5,637-72.8% | $4,310-64.5% |
| Admin fee / account holder | $89 | $154-42.0% | $14,673-99.4% | $188-52.5% |