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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES INC. Service code 55 · EIN 13-2638166 | Other Commissions | $8,096 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $2,858 |
RELIANCE TRUST COMPANY4+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $545 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $114 |
Filed as: MESIROW FINANCIAL INVEST MANAGEMENT Service code 49 · EIN 36-3429599 | Other Services | $22 |
Filed as: MASSMUTUAL RETIREMENT SERVIES, LLC Service code 49 | Other Services | $0 |
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.
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 | $86,451 | $61,214+41.2% | $83,333+3.7% | $56,287+53.6% |
| Participation rate | 72.0% | 72.6%-0.6pp | 77.8%-5.8pp | 69.9%+2.1pp |
| Annual return | -8.40% | 0.42%-8.8pp | 10.63%-19.0pp | -9.96%+1.6pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,379-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,362 | $5,091-14.3% | $5,565-21.6% | $3,350+30.2% |
| Admin fee / account holder | $21 | $512-95.9% | $7,510-99.7% | $521-96.0% |