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: MASSMUTUAL RETIREMENT SERVICES LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $750 |
Filed as: EDWARD D JONES & CO Service code 71 · EIN 43-0345811 | Brokerage Fees | $0 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
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 | $52,613 | $61,616-14.6% | $105,722-50.2% | $55,167-4.6% |
| Participation rate | 96.4% | 72.9%+23.5pp | 78.9%+17.5pp | 69.0%+27.5pp |
| Annual return | 6.75% | 11.15%-4.4pp | 12.25%-5.5pp | 169.23%-162.5pp |
| Employer contribution / active EE | $3,373 | $3,043+10.9% | $4,079-17.3% | $1,963+71.9% |
| Participant deferral / active EE | $3,049 | $4,213-27.6% | $5,326-42.7% | $3,054-0.2% |
| Admin fee / account holder | $3 | $379-99.1% | $8,308-100.0% | $504-99.3% |