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 LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $16,406 |
RELIANCE TRUST COMPANY1 year Service code 25 · EIN 58-1428634 | Directed Trustee | $325 |
Filed as: MESIROW FINANCIAL INV MANAGEMENT Service code 49 · EIN 36-3429599 | Other Services | $22 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $19,110 | $66,302-71.2% | $110,238-82.7% | $56,287-66.0% |
| Participation rate | 97.0% | 74.9%+22.1pp | 79.8%+17.2pp | 69.9%+27.2pp |
| Annual return | -8.72% | -1.18%-7.5pp | 314.74%-323.5pp | -9.96%+1.2pp |
| Employer contribution / active EE | $3,766 | $2,047+83.9% | $3,826-1.6% | $2,111+78.4% |
| Participant deferral / active EE | $4,882 | $3,381+44.4% | $4,672+4.5% | $3,350+45.8% |
| Admin fee / account holder | $54 | $698-92.3% | $8,547-99.4% | $521-89.6% |