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 | $858 |
Filed as: THE RETIREMENT ADVANTAGE Service code 15 · EIN 39-1816008 | Recordkeeping | $580 |
MORNINGSTAR1 year Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $10,950 | $80,753-86.4% | $136,294-92.0% | $62,292-82.4% |
| Participation rate | 95.2% | 73.5%+21.7pp | 81.9%+13.3pp | 69.5%+25.7pp |
| Annual return | 21.27% | 35.83%-14.6pp | 5155.94%-5134.7pp | 28.90%-7.6pp |
| Employer contribution / active EE | $602 | $2,884-79.1% | $4,695-87.2% | $2,042-70.5% |
| Participant deferral / active EE | $2,038 | $5,164-60.5% | $6,247-67.4% | $3,169-35.7% |
| Admin fee / account holder | $6 | $525-98.8% | $9,243-99.9% | $479-98.7% |