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 | $80,673+24.2% | $101,326-1.1% | $84,808+18.1% |
| Participation rate | 91.7% | 77.8%+13.9pp | 81.5%+10.2pp | 68.3%+23.4pp |
| Annual return | 17.07% | 38.95%-21.9pp | 36.82%-19.8pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,127 | $2,698-58.2% | $3,665-69.2% | $2,631-57.1% |
| Participant deferral / active EE | $5,552 | $6,840-18.8% | $7,994-30.6% | $4,212+31.8% |
| Admin fee / account holder | $623 | $12,784-95.1% | $11,185-94.4% | $7,344-91.5% |