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 10-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 |
|---|---|---|
MASSACHUSETTS MUTUAL LIFE INS. CO.10+ years Filed as: MML INVESTORS SERVICES LLC Service code 27 PO BOX 9500 · SPRINFIELD, MA 011029500 | Advisory (Plan) | $31,017 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,860 |
MARKSNELSON LLC8 years Service code 10 1310 E 104TH ST STE 300 · KANSAS CITY, MO 64131 | Accounting | $11,250 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,721 |
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 | $100,163 | $78,520+27.6% | $96,576+3.7% | $82,448+21.5% |
| Participation rate | 91.7% | 77.7%+13.9pp | 81.4%+10.2pp | 68.1%+23.6pp |
| Annual return | 17.07% | 41.30%-24.2pp | 38.47%-21.4pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,127 | $2,630-57.1% | $3,553-68.3% | $2,551-55.8% |
| Participant deferral / active EE | $5,552 | $6,754-17.8% | $7,956-30.2% | $4,139+34.1% |
| Admin fee / account holder | $623 | $13,455-95.4% | $11,381-94.5% | $7,234-91.4% |