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 COMPANY5+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $6,125 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $2,634 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $86,339 | $65,376+32.1% | $87,100-0.9% | $65,185+32.5% |
| Participation rate | 70.5% | 75.3%-4.8pp | 76.9%-6.3pp | 70.2%+0.3pp |
| Annual return | 30.13% | 31.27%-1.1pp | 28.19%+1.9pp | 29.38%+0.7pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $6,863 | $3,388+102.5% | $4,049+69.5% | $3,514+95.3% |
| Admin fee / account holder | $21 | $520-96.0% | $7,497-99.7% | $847-97.6% |