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 |
|---|---|---|
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA CORPORATION Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $142,093 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $44,519 |
RELIANCE TRUST COMPANY3+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $282 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $379,926 | $80,753+370.5% | $136,294+178.8% | $62,292+509.9% |
| Participation rate | 94.0% | 73.5%+20.4pp | 81.9%+12.1pp | 69.5%+24.5pp |
| Annual return | 15.04% | 35.83%-20.8pp | 5155.94%-5140.9pp | 28.90%-13.9pp |
| Employer contribution / active EE | $10,539 | $2,884+265.5% | $4,695+124.4% | $2,042+416.0% |
| Participant deferral / active EE | $9,608 | $5,164+86.0% | $6,247+53.8% | $3,169+203.2% |
| Admin fee / account holder | $11 | $525-97.9% | $9,243-99.9% | $479-97.7% |