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 | $17,800 |
THE RETIREMENT ADVANTAGE INC3 years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 13 · EIN 39-1816008 | Contract Administrator | $3,804 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value 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 | $414,010 | $38,365+979.1% | $84,611+389.3% | $65,185+535.1% |
| Participation rate | 0.0% | 55.7%-55.7pp | 68.2%-68.2pp | 70.2%-70.2pp |
| Annual return | 23.57% | 32.00%-8.4pp | 258.74%-235.2pp | 29.38%-5.8pp |
| Employer contribution / active EE | $943 | $1,258-25.1% | $2,652-64.5% | $2,177-56.7% |
| Participant deferral / active EE | $1,746 | $2,278-23.4% | $3,899-55.2% | $3,514-50.3% |
| Admin fee / account holder | $2,225 | $451+393.0% | $4,912-54.7% | $847+162.7% |