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: MORGAN STANLEY DOMESTIC HDLG INC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $117,861 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 13 · EIN 04-1590850 | Contract Administrator | $85,597 |
THE RETIREMENT ADVANTAGE INC7+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,182 | $84,936+9.7% | $111,297-16.3% | $79,386+17.4% |
| Participation rate | 84.9% | 75.9%+9.1pp | 77.3%+7.6pp | 70.7%+14.2pp |
| Annual return | 10.59% | 17.45%-6.9pp | 54.65%-44.1pp | 116.85%-106.3pp |
| Employer contribution / active EE | $3,796 | $1,979+91.8% | $2,731+39.0% | $2,427+56.4% |
| Participant deferral / active EE | $4,685 | $3,888+20.5% | $4,487+4.4% | $4,046+15.8% |
| Admin fee / account holder | $837 | $537+55.8% | $7,964-89.5% | $626+33.6% |