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: QUALIFIED PLAN ADMINISTRATORS INC Service code 10 · EIN 62-1832817 332 E SPRINGBROOK DR STE 400 · JOHNSON CITY, TN 37601 | Accounting | $3,902 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSUR CO Service code 15 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 011110001 | Recordkeeping | $2,928 |
RELIANCE TRUST COMPANY2 years Service code 25 · EIN 58-1428634 | Directed Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,151 | $91,517-33.2% | $101,248-39.6% | $73,409-16.7% |
| Participation rate | 38.1% | 73.8%-35.6pp | 75.8%-37.7pp | 72.2%-34.0pp |
| Annual return | 14.63% | 17.17%-2.5pp | 46.47%-31.8pp | 59.29%-44.7pp |
| Employer contribution / active EE | $448 | $2,877-84.4% | $3,660-87.8% | $2,234-79.9% |
| Participant deferral / active EE | $1,432 | $3,338-57.1% | $4,370-67.2% | $3,805-62.4% |
| Admin fee / account holder | $32 | $216-85.4% | $5,945-99.5% | $158-80.0% |