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 |
|---|---|---|
FIRST CLEARING LLC3+ years Service code 55 · EIN 25-2384840 | Other Commissions | $47,383 |
Filed as: STEWARD INGRAM & COOPER Service code 10 · EIN 56-2195159 | Accounting | $12,500 |
STEWARD INGRAM & COOPER PLLC3+ years Service code 10 · EIN 56-2195159 | Accounting | $12,500 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $1,725 |
RELIANCE TRUST COMPANY3+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
Filed as: ENVESNET RETIREMENT SOLUTIONS, LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: ENVESTMENT RETIREMENT SOLUTIONS, LL Service code 27 | Advisory (Plan) | $0 |
Service code 27 | Advisory (Plan) | $0 |
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 | $178,415 | $85,766+108.0% | $136,294+30.9% | $70,131+154.4% |
| Participation rate | 94.0% | 74.2%+19.8pp | 81.9%+12.1pp | 69.5%+24.4pp |
| Annual return | 14.70% | 31.45%-16.8pp | 5155.94%-5141.2pp | 73.14%-58.4pp |
| Employer contribution / active EE | $2,211 | $2,966-25.5% | $4,695-52.9% | $2,342-5.6% |
| Participant deferral / active EE | $4,228 | $5,051-16.3% | $6,247-32.3% | $3,332+26.9% |
| Admin fee / account holder | $132 | $5,420-97.6% | $9,243-98.6% | $4,645-97.2% |