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 |
|---|---|---|
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIREMENT ADVANTAGE Service code 13 · EIN 39-1816008 | Contract Administrator | $1,430 |
Filed as: MASS MUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $570 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $36,009 | $59,186-39.2% | $76,768-53.1% | $56,287-36.0% |
| Participation rate | 86.0% | 75.2%+10.8pp | 77.0%+9.0pp | 69.9%+16.1pp |
| Annual return | 0.45% | 6.62%-6.2pp | 2.43%-2.0pp | -9.96%+10.4pp |
| Employer contribution / active EE | $1,175 | $1,759-33.2% | $2,485-52.7% | $2,111-44.3% |
| Participant deferral / active EE | $2,025 | $3,255-37.8% | $3,852-47.4% | $3,350-39.6% |
| Admin fee / account holder | $18 | $489-96.3% | $6,675-99.7% | $521-96.5% |