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 52 · EIN 04-1590850 | Indirect Investment Fees | $50,590 |
Filed as: HERITAGE INSTITUTIONAL SERVICES Service code 27 · EIN 27-2388726 | Advisory (Plan) | $33,304 |
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 13 | Contract Administrator | $6,337 |
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIREMENT ADVANTAGE Service code 13 · EIN 39-1816008 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $73,102 | $59,328+23.2% | $118,925-38.5% | $73,488-0.5% |
| Participation rate | 65.9% | 62.3%+3.6pp | 75.4%-9.5pp | 70.7%-4.8pp |
| Annual return | -1.47% | 19.13%-20.6pp | 35.88%-37.4pp | 28.51%-30.0pp |
| Employer contribution / active EE | $2,513 | $1,803+39.4% | $3,263-23.0% | $2,270+10.7% |
| Participant deferral / active EE | $3,604 | $2,604+38.4% | $4,265-15.5% | $3,740-3.6% |
| Admin fee / account holder | $552 | $600-8.1% | $6,581-91.6% | $513+7.6% |