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 49 · EIN 04-1590850 | Other Services | $45,043 |
Service code 49 · EIN 26-4310632 | Other Services | $0 |
THE RETIREMENT ADVANTAGE INC5+ years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 16 · EIN 39-1816008 | Consulting | $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 | $87,128 | $65,376+33.3% | $87,1000% | $65,185+33.7% |
| Participation rate | 83.3% | 75.3%+8.0pp | 76.9%+6.5pp | 70.2%+13.1pp |
| Annual return | 27.05% | 31.27%-4.2pp | 28.19%-1.1pp | 29.38%-2.3pp |
| Employer contribution / active EE | $1,594 | $1,822-12.5% | $2,521-36.8% | $2,177-26.8% |
| Participant deferral / active EE | $3,520 | $3,388+3.9% | $4,049-13.1% | $3,514+0.2% |
| Admin fee / account holder | $197 | $520-62.1% | $7,497-97.4% | $847-76.8% |