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 COMPANY6+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $720 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $86 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,840 | $52,293-18.1% | $178,490-76.0% | $73,409-41.6% |
| Participation rate | 67.2% | 65.3%+1.9pp | 81.9%-14.7pp | 72.2%-5.0pp |
| Annual return | 12.49% | 34.75%-22.3pp | 151.07%-138.6pp | 59.29%-46.8pp |
| Employer contribution / active EE | $1,187 | $1,735-31.6% | $5,011-76.3% | $2,234-46.9% |
| Participant deferral / active EE | $1,983 | $2,332-15.0% | $5,202-61.9% | $3,805-47.9% |
| Admin fee / account holder | $11 | $127-91.4% | $13,984-99.9% | $158-93.1% |