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 9-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 |
|---|---|---|
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA CORPORATION Service code 50 · EIN 94-1687665 | Direct Payment | $114,834 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $56,123 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $282 |
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.
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 | $48,128 | $46,966+2.5% | $185,117-74.0% | $69,631-30.9% |
| Participation rate | 68.3% | 65.3%+3.0pp | 77.3%-9.0pp | 70.7%-2.4pp |
| Annual return | 11.53% | 22.36%-10.8pp | 40.50%-29.0pp | 27571.02%-27559.5pp |
| Employer contribution / active EE | $3,445 | $1,360+153.2% | $4,182-17.6% | $2,032+69.5% |
| Participant deferral / active EE | $1,413 | $3,017-53.1% | $5,045-72.0% | $3,224-56.2% |
| Admin fee / account holder | $11 | $94-88.2% | $8,159-99.9% | $110-89.9% |