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: RELIANT INVESTMENT MANAGEMENT Service code 26 · EIN 62-1842540 1715 AARON BRENNER DRIVE · MEMPHIS, TN 38120 | Advisory (Participants) | $26,236 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $18,544 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,470 | $46,674+83.1% | $117,472-27.2% | $68,494+24.8% |
| Participation rate | 98.9% | 56.8%+42.1pp | 70.6%+28.3pp | 67.9%+31.0pp |
| Annual return | -16.16% | -14.52%-1.6pp | 29.74%-45.9pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,484 | $1,505-1.3% | $4,176-64.5% | $2,596-42.8% |
| Participant deferral / active EE | $5,807 | $2,636+120.3% | $4,070+42.7% | $4,027+44.2% |
| Admin fee / account holder | $346 | $4,020-91.4% | $5,645-93.9% | $5,403-93.6% |