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 LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $46,014 |
HARBOUR INVESTMENTS INC5 years Service code 15 · EIN 39-1571149 | Recordkeeping | $0 |
THE RETIREMENT ADVANTAGE INC5 years Filed as: THE RETIREMENT ADVANTAGE Service code 15 · EIN 39-1816008 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,475 | $77,660-29.9% | $109,143-50.1% | $79,386-31.4% |
| Participation rate | 94.4% | 67.8%+26.6pp | 75.9%+18.6pp | 70.7%+23.7pp |
| Annual return | 13.60% | 23.44%-9.8pp | 25.75%-12.1pp | 116.85%-103.2pp |
| Employer contribution / active EE | $1,083 | $2,797-61.3% | $3,722-70.9% | $2,427-55.4% |
| Participant deferral / active EE | $3,210 | $3,518-8.7% | $4,653-31.0% | $4,046-20.6% |
| Admin fee / account holder | $315 | $732-57.0% | $6,752-95.3% | $626-49.7% |