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 |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $968 |
RELIANCE TRUST COMPANY2+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $400 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 | Advisory (Plan) | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
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 | $47,815 | $32,425+47.5% | $74,583-35.9% | $55,167-13.3% |
| Participation rate | 57.4% | 54.0%+3.4pp | 68.1%-10.7pp | 69.0%-11.6pp |
| Annual return | 5.91% | 10.63%-4.7pp | 20.47%-14.6pp | 169.23%-163.3pp |
| Employer contribution / active EE | $706 | $1,043-32.3% | $2,525-72.0% | $1,963-64.0% |
| Participant deferral / active EE | $2,652 | $1,995+32.9% | $3,458-23.3% | $3,054-13.2% |
| Admin fee / account holder | $5 | $748-99.4% | $4,138-99.9% | $504-99.0% |