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: MASS MUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $38,169 |
RELIANCE TRUST COMPANY3 years Service code 25 · EIN 58-1428634 | Directed Trustee | $325 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 28 | Investment Management | $0 |
Filed as: MILLENNIUM TRUST AUTOMATIC ROLLOVER Service code 49 · EIN 36-4400066 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $133,662 | $63,861+109.3% | $104,607+27.8% | $79,858+67.4% |
| Participation rate | 96.1% | 64.9%+31.2pp | 74.1%+22.0pp | 69.6%+26.5pp |
| Annual return | 12.01% | 21.30%-9.3pp | 340.46%-328.5pp | 31.71%-19.7pp |
| Employer contribution / active EE | $1,948 | $1,588+22.6% | $2,681-27.3% | $2,471-21.2% |
| Participant deferral / active EE | $2,948 | $2,693+9.4% | $3,740-21.2% | $3,740-21.2% |
| Admin fee / account holder | $454 | $4,185-89.1% | $6,473-93.0% | $5,306-91.4% |