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 13 · EIN 04-1590850 | Contract Administrator | $79,731 |
INVESCO1 year Service code 52 · EIN 93-1036175 | Indirect Investment Fees | $0 |
THE RETIREMENT ADVANTAGE INC6+ years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 13 · EIN 39-1816008 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $89,518 | $73,638+21.6% | $95,952-6.7% | $73,488+21.8% |
| Participation rate | 83.6% | 76.2%+7.4pp | 77.1%+6.5pp | 70.7%+12.9pp |
| Annual return | 11.32% | 16.78%-5.5pp | 91.61%-80.3pp | 28.51%-17.2pp |
| Employer contribution / active EE | $1,651 | $1,863-11.4% | $2,541-35.0% | $2,270-27.3% |
| Participant deferral / active EE | $4,089 | $3,617+13.1% | $4,167-1.9% | $3,740+9.3% |
| Admin fee / account holder | $323 | $482-32.9% | $6,795-95.2% | $513-37.0% |