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, LLP5+ years Service code 10 · EIN 13-5381590 | Accounting | $13,975 |
Filed as: MASSMUTUAL RETIREMENT SEVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $940 |
Filed as: CREATIVE RETIREMENT SYSTEMS Service code 15 · EIN 31-1299207 25 MERCHANT STREET, SUITE 135 · CINCINNATI, OH 45246 | Recordkeeping | $0 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS,LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
H BECK INC5+ 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 |
RELIANCE TRUST COMPANY5+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $122,874 | $157,256-21.9% | $141,162-13.0% | $152,861-19.6% |
| Participation rate | 95.0% | 84.8%+10.2pp | 82.5%+12.5pp | 82.4%+12.6pp |
| Annual return | 21.83% | 64.32%-42.5pp | 71.39%-49.6pp | 345.32%-323.5pp |
| Employer contribution / active EE | $3,164 | $5,261-39.9% | $4,735-33.2% | $4,762-33.6% |
| Participant deferral / active EE | $12,572 | $7,109+76.8% | $6,709+87.4% | $5,850+114.9% |
| Admin fee / account holder | $14 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |