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 52 · EIN 04-1590850 | Indirect Investment Fees | $15,318 |
Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 13 · EIN 39-1816008 | Contract Administrator | $2,570 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $30,269 | $36,767-17.7% | $81,478-62.9% | $62,292-51.4% |
| Participation rate | 39.8% | 54.4%-14.6pp | 68.0%-28.1pp | 69.5%-29.7pp |
| Annual return | 13.15% | 173.80%-160.7pp | 38.78%-25.6pp | 28.90%-15.8pp |
| Employer contribution / active EE | $1,028 | $1,128-8.9% | $2,568-60.0% | $2,042-49.7% |
| Participant deferral / active EE | $1,719 | $2,111-18.6% | $3,537-51.4% | $3,169-45.8% |
| Admin fee / account holder | $178 | $797-77.7% | $4,561-96.1% | $479-62.8% |