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 COMPANY1 year Service code 25 · EIN 58-1428634 | Directed Trustee | $400 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,758 | $46,173-74.5% | $170,442-93.1% | $69,631-83.1% |
| Participation rate | 30.6% | 63.9%-33.3pp | 83.6%-53.0pp | 70.7%-40.1pp |
| Annual return | 16.64% | 21.62%-5.0pp | 205.93%-189.3pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $492 | $1,610-69.4% | $5,433-90.9% | $2,032-75.8% |
| Participant deferral / active EE | $739 | $2,080-64.5% | $4,939-85.0% | $3,224-77.1% |
| Admin fee / account holder | $0 | $116-100.0% | $13,880-100.0% | $110-100.0% |