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 |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS LLC PCG Service code 27 · EIN 34-1542819 | Advisory (Plan) | $8,078 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $2,930 |
RELIANCE TRUST COMPANY6+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $240 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 49 · EIN 36-3429599 | Other Services | $26 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,476 | $78,422-40.7% | $95,952-51.6% | $79,858-41.8% |
| Participation rate | 51.6% | 73.5%-21.9pp | 77.1%-25.5pp | 69.6%-18.0pp |
| Annual return | 12.81% | 19.37%-6.6pp | 91.61%-78.8pp | 31.71%-18.9pp |
| Employer contribution / active EE | $490 | $1,945-74.8% | $2,541-80.7% | $2,471-80.2% |
| Participant deferral / active EE | $1,619 | $3,440-52.9% | $4,167-61.1% | $3,740-56.7% |
| Admin fee / account holder | $153 | $5,622-97.3% | $6,795-97.8% | $5,306-97.1% |