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 |
|---|---|---|
JACKSON KELLY PLLC1 year Service code 10 · EIN 55-0394215 | Accounting | $1,480 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $960 |
Filed as: ENVEST RETIREMENT SOLUTIONS, LLC Service code 49 · EIN 61-1732930 | Other Services | $0 |
Service code 49 · EIN 36-3429599 | Other Services | $0 |
Filed as: MORGAN STANLEY INS SVCS INC Service code 15 · EIN 51-0116113 | Recordkeeping | $0 |
RELIANCE TRUST COMPANY1 year Service code 25 · EIN 58-1428634 | Directed Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $34,210 | $58,879-41.9% | $178,490-80.8% | $73,488-53.4% |
| Participation rate | 58.7% | 66.2%-7.5pp | 81.9%-23.2pp | 70.7%-11.9pp |
| Annual return | 19.80% | 24.86%-5.1pp | 151.07%-131.3pp | 28.51%-8.7pp |
| Employer contribution / active EE | $1,091 | $2,236-51.2% | $5,011-78.2% | $2,270-51.9% |
| Participant deferral / active EE | $1,288 | $2,567-49.8% | $5,202-75.2% | $3,740-65.6% |
| Admin fee / account holder | $25 | $400-93.7% | $13,984-99.8% | $513-95.1% |