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 INS CO Service code 49 · EIN 04-1590850 | Other Services | $30,658 |
THE RETIREMENT ADVANTAGE INC4+ years Filed as: THE RETIREMENT ADVANTAGE, INC Service code 13 | Contract Administrator | $1,896 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $1,564 |
Service code 53 · EIN 20-0044877 | Insurance Commissions | $295 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
HARRIS1 year Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,431 | $59,186-57.0% | $76,768-66.9% | $56,287-54.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -10.77% | 6.62%-17.4pp | 2.43%-13.2pp | -9.96%-0.8pp |
| Employer contribution / active EE | $1,022 | $1,759-41.9% | $2,485-58.9% | $2,111-51.6% |
| Participant deferral / active EE | $1,856 | $3,255-43.0% | $3,852-51.8% | $3,350-44.6% |
| Admin fee / account holder | $229 | $489-53.3% | $6,675-96.6% | $521-56.1% |