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: MASS MUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $650 |
THE RETIREMENT ADVANTAGE INC3 years Filed as: THE RETIREMENT ADVANTAGE Service code 13 · EIN 39-1816008 | Contract Administrator | $545 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 49 · EIN 36-3429599 | Other Services | $0 |
SECURITIES AMERICA INC1 year Service code 27 · EIN 11-2551174 | Advisory (Plan) | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $35,157 | $65,376-46.2% | $87,100-59.6% | $65,185-46.1% |
| Participation rate | 93.2% | 75.3%+17.9pp | 76.9%+16.4pp | 70.2%+23.0pp |
| Annual return | 18.09% | 31.27%-13.2pp | 28.19%-10.1pp | 29.38%-11.3pp |
| Employer contribution / active EE | $1,123 | $1,822-38.4% | $2,521-55.5% | $2,177-48.4% |
| Participant deferral / active EE | $1,995 | $3,388-41.1% | $4,049-50.7% | $3,514-43.2% |
| Admin fee / account holder | $11 | $520-97.9% | $7,497-99.9% | $847-98.7% |