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 |
|---|---|---|
RELIANCE TRUST COMPANY1 year Filed as: RELIANCE Service code 63 · EIN 58-1428634 | 12b-1 Fees | $5,100 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,465 | $88,083-41.6% | $164,813-68.8% | $74,495-30.9% |
| Participation rate | 76.1% | 73.0%+3.1pp | 78.6%-2.5pp | 67.2%+8.9pp |
| Annual return | -11.96% | 17.26%-29.2pp | 69.93%-81.9pp | 1364.94%-1376.9pp |
| Employer contribution / active EE | $3,140 | $2,593+21.1% | $4,341-27.7% | $2,623+19.7% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $6,031-100.0% | $4,346-100.0% |
| Admin fee / account holder | $15 | $2,234-99.3% | $12,690-99.9% | $1,942-99.2% |