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 |
|---|---|---|
Service code 99 230 MAPLE ST · HOLYOKE, MA 01040 | Other Fees | $4,316 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $225 |
Filed as: MML DISTRIBUTORS, LLC Service code 71 · EIN 04-3356880 | Brokerage Fees | $0 |
RELIANCE TRUST COMPANY7+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,812 | $46,292-44.2% | $143,757-82.0% | $64,808-60.2% |
| Participation rate | 55.9% | 64.2%-8.4pp | 80.3%-24.4pp | 71.5%-15.6pp |
| Annual return | -12.12% | -10.05%-2.1pp | -0.04%-12.1pp | 32.82%-44.9pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $2,407 | $2,646-9.0% | $5,637-57.3% | $4,310-44.2% |
| Admin fee / account holder | $13 | $154-91.8% | $14,673-99.9% | $188-93.3% |