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 |
|---|---|---|
RELIANCE TRUST COMPANY5+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $240 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $53 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,857 | $58,879-57.8% | $178,490-86.1% | $73,488-66.2% |
| Participation rate | 39.6% | 66.2%-26.6pp | 81.9%-42.3pp | 70.7%-31.0pp |
| Annual return | -0.99% | 24.86%-25.8pp | 151.07%-152.1pp | 28.51%-29.5pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $951 | $2,567-63.0% | $5,202-81.7% | $3,740-74.6% |
| Admin fee / account holder | $16 | $400-96.1% | $13,984-99.9% | $513-96.9% |