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 LIFE INSURANCE Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $28,283 |
Filed as: HERITAGE INSTITUTIONAL SERVICES Service code 27 · EIN 27-2388726 | Advisory (Plan) | $18,027 |
THE RETIREMENT ADVANTAGE INC5 years Filed as: THE RETIREMENT ADVANTAGE 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $82,765 | $57,651+43.6% | $112,229-26.3% | $71,457+15.8% |
| Participation rate | 78.3% | 58.9%+19.4pp | 72.4%+5.9pp | 67.9%+10.4pp |
| Annual return | 1.23% | 18.32%-17.1pp | 30.20%-29.0pp | 28.85%-27.6pp |
| Employer contribution / active EE | $4,552 | $1,913+137.9% | $3,430+32.7% | $2,588+75.9% |
| Participant deferral / active EE | $3,618 | $2,863+26.4% | $4,798-24.6% | $4,289-15.7% |
| Admin fee / account holder | $439 | $1,581-72.2% | $7,748-94.3% | $1,587-72.3% |