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 |
|---|---|---|
STAFFORDSHIRE BENEFIT CONSULTING LL1+ years Service code 13 · EIN 20-0116061 | Contract Administrator | $72 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $0 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 33 | Securities brokerage; Distribution (1... | $0 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,748 | $30,599-12.6% | $74,583-64.1% | $57,658-53.6% |
| Participation rate | 9.7% | 49.1%-39.5pp | 68.1%-58.4pp | 70.2%-60.6pp |
| Annual return | 5.12% | 14.24%-9.1pp | 20.47%-15.3pp | 5.13%0pp |
| Employer contribution / active EE | $0 | $1,000-100.0% | $2,525-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $444 | $1,805-75.4% | $3,458-87.2% | $3,061-85.5% |
| Admin fee / account holder | $0 | $98-100.0% | $4,138-100.0% | $95-100.0% |