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 |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $58,077 |
LPL FINANCIAL8+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $32,302 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $11,095 |
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 | $119,945 | $49,451+142.6% | $79,550+50.8% | $66,914+79.3% |
| Participation rate | 77.3% | 61.3%+15.9pp | 69.5%+7.8pp | 69.8%+7.5pp |
| Annual return | -11.81% | 84.25%-96.1pp | 0.16%-12.0pp | 1.58%-13.4pp |
| Employer contribution / active EE | $1,127 | $1,266-11.0% | $2,413-53.3% | $2,544-55.7% |
| Participant deferral / active EE | $4,161 | $3,159+31.8% | $3,985+4.4% | $4,237-1.8% |
| Admin fee / account holder | $451 | $595-24.2% | $6,832-93.4% | $593-24.1% |