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+ years Service code 21 · EIN 58-1428634 | Bank Trustee | $14,703 |
R. P. MILLS ASSOCIATES, INC.1+ years Filed as: R.P. MILLS ASSOCIATES, INC. Service code 24 · EIN 23-1706388 | Discretionary Trustee | $11,119 |
RKL LLP1+ years Service code 10 · EIN 23-2108173 | Accounting | $10,110 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $20,725 | $58,828-64.8% | $77,999-73.4% | $62,891-67.0% |
| Participation rate | 90.2% | 71.1%+19.1pp | 75.5%+14.6pp | 69.3%+20.9pp |
| Annual return | 5.57% | 17.16%-11.6pp | 425.96%-420.4pp | 20.14%-14.6pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $455 | $4,393-89.6% | $5,480-91.7% | $4,296-89.4% |