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 COMPANY5+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $720 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $533 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,084 | $62,928-41.1% | $172,739-78.5% | $67,579-45.1% |
| Participation rate | 52.1% | 64.5%-12.3pp | 82.6%-30.5pp | 71.3%-19.1pp |
| Annual return | 17.93% | 30.36%-12.4pp | 802.84%-784.9pp | 378.56%-360.6pp |
| Employer contribution / active EE | $1,087 | $1,636-33.6% | $5,143-78.9% | $2,148-49.4% |
| Participant deferral / active EE | $1,812 | $2,145-15.5% | $5,198-65.1% | $3,539-48.8% |
| Admin fee / account holder | $11 | $167-93.7% | $13,954-99.9% | $142-92.6% |