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 |
|---|---|---|
BDO USA, LLP4+ years Service code 10 · EIN 13-5381590 | Accounting | $15,920 |
Filed as: MASSMUTUAL RETIREMENT SEVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $886 |
RELIANCE TRUST COMPANY4+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $325 |
Filed as: CREATIVE RETIREMENT SYSTEMS Service code 15 · EIN 31-1299207 25 MERCHANT STREET, SUITE 135 · CINCINNATI, OH 45246 | Recordkeeping | $250 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS,LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
H BECK INC4+ years Filed as: H BECK INC. Service code 16 · EIN 52-1321340 | Consulting | $0 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 13 | Contract Administrator | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $98,738 | $138,065-28.5% | $123,544-20.1% | $135,375-27.1% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -6.04% | 153.68%-159.7pp | 119.20%-125.2pp | 519.73%-525.8pp |
| Employer contribution / active EE | $3,326 | $5,151-35.4% | $4,628-28.1% | $4,779-30.4% |
| Participant deferral / active EE | $13,989 | $6,799+105.7% | $6,426+117.7% | $5,609+149.4% |
| Admin fee / account holder | $7 | $10,916-99.9% | $9,284-99.9% | $10,827-99.9% |