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: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $15,485 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $282 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $0 |
Filed as: MESIROW FINANCIAL INV MGMT, INC Service code 49 · EIN 36-3429599 | Other Services | $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.
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 | $57,443 | $37,044+55.1% | $71,796-20.0% | $57,658-0.4% |
| Participation rate | 38.5% | 61.1%-22.7pp | 69.1%-30.7pp | 70.2%-31.8pp |
| Annual return | 4.92% | 12.64%-7.7pp | 78.04%-73.1pp | 5.13%-0.2pp |
| Employer contribution / active EE | $0 | $720-100.0% | $1,924-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,369 | $1,974-30.7% | $2,794-51.0% | $3,061-55.3% |
| Admin fee / account holder | $8 | $101-92.2% | $4,815-99.8% | $95-91.7% |