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 |
|---|---|---|
THE RETIREMENT ADVANTAGE INC1+ years Service code 14 · EIN 39-1816008 | Plan Administrator | $1,199 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
PLANNING CORP OF AMERICA1+ years Service code 27 · EIN 59-1199408 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $12,922 | $31,370-58.8% | $74,583-82.7% | $63,975-79.8% |
| Participation rate | 2.1% | 42.6%-40.4pp | 68.1%-66.0pp | 71.1%-69.0pp |
| Annual return | 5.32% | -105.16%+110.5pp | 20.47%-15.1pp | 48.65%-43.3pp |
| Employer contribution / active EE | $34 | $822-95.9% | $2,525-98.7% | $2,182-98.4% |
| Participant deferral / active EE | $77 | $1,560-95.0% | $3,458-97.8% | $3,356-97.7% |
| Admin fee / account holder | $12 | $77-83.9% | $4,138-99.7% | $70-82.4% |