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 MELLON1+ years Filed as: BANK OF AMERICA CORPORATION Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $136,124 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $129,988 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $27,364 | $37,039-26.1% | $147,614-81.5% | $59,188-53.8% |
| Participation rate | 66.6% | 63.8%+2.9pp | 84.6%-18.0pp | 69.4%-2.8pp |
| Annual return | 1.10% | 7.19%-6.1pp | 61.98%-60.9pp | 5.51%-4.4pp |
| Employer contribution / active EE | $263 | $1,353-80.6% | $5,564-95.3% | $2,098-87.5% |
| Participant deferral / active EE | $1,445 | $2,094-31.0% | $4,895-70.5% | $3,265-55.7% |
| Admin fee / account holder | $2 | $60-96.8% | $11,611-100.0% | $92-97.9% |