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 |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $905 |
Filed as: RELIANT INVESTMENT MANAGEMENT Service code 26 1715 AARON BRENNER DRIVE · MEMPHIS, TN 38120 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $108,816 | $63,156+72.3% | $122,332-11.0% | $62,292+74.7% |
| Participation rate | 92.5% | 60.0%+32.5pp | 71.6%+20.9pp | 69.5%+23.0pp |
| Annual return | 11.70% | 20.61%-8.9pp | 30.27%-18.6pp | 28.90%-17.2pp |
| Employer contribution / active EE | $2,630 | $1,385+89.9% | $4,050-35.1% | $2,042+28.8% |
| Participant deferral / active EE | $4,841 | $2,321+108.6% | $3,287+47.3% | $3,169+52.8% |
| Admin fee / account holder | $507 | $440+15.2% | $5,478-90.7% | $479+5.7% |