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 LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $2,545 |
RELIANCE TRUST COMPANY2+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $400 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Service code 27 | Advisory (Plan) | $0 |
Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,275 | $50,898-36.6% | $171,082-81.1% | $55,167-41.5% |
| Participation rate | 27.5% | 63.3%-35.8pp | 76.7%-49.2pp | 69.0%-41.5pp |
| Annual return | 10.16% | 15.34%-5.2pp | 32.56%-22.4pp | 169.23%-159.1pp |
| Employer contribution / active EE | $473 | $1,433-67.0% | $4,002-88.2% | $1,963-75.9% |
| Participant deferral / active EE | $872 | $2,994-70.9% | $4,797-81.8% | $3,054-71.5% |
| Admin fee / account holder | $35 | $500-92.9% | $8,520-99.6% | $504-93.0% |