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 | $60,252 |
Filed as: HERITAGE INSTITUTIONAL SERVICES Service code 27 · EIN 27-2388726 | Advisory (Plan) | $42,042 |
THE RETIREMENT ADVANTAGE INC4 years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 13 | Contract Administrator | $8,013 |
THE RETIREMENT ADVANTAGE INC4 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.)
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 | $135,017 | $62,603+115.7% | $104,294+29.5% | $66,914+101.8% |
| Participation rate | 63.7% | 59.6%+4.1pp | 73.3%-9.6pp | 69.8%-6.1pp |
| Annual return | -6.93% | -14.70%+7.8pp | 24.61%-31.5pp | 1.58%-8.5pp |
| Employer contribution / active EE | $3,755 | $1,972+90.5% | $3,372+11.4% | $2,544+47.6% |
| Participant deferral / active EE | $4,645 | $2,853+62.8% | $4,625+0.4% | $4,237+9.6% |
| Admin fee / account holder | $1,044 | $656+59.2% | $7,339-85.8% | $593+75.9% |