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 COMPANY3+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $21 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,266 | $46,173-38.8% | $170,442-83.4% | $69,631-59.4% |
| Participation rate | 77.6% | 63.9%+13.7pp | 83.6%-6.0pp | 70.7%+6.9pp |
| Annual return | 16.16% | 21.62%-5.5pp | 205.93%-189.8pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $1,102 | $1,610-31.6% | $5,433-79.7% | $2,032-45.8% |
| Participant deferral / active EE | $1,141 | $2,080-45.2% | $4,939-76.9% | $3,224-64.6% |
| Admin fee / account holder | $0 | $116-100.0% | $13,880-100.0% | $110-100.0% |