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: RAYMOND JAMES & ASSOCIATES Service code 26 · EIN 59-1237041 | Advisory (Participants) | $10,764 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 26-1589907 | Recordkeeping | $2,358 |
RELIANCE TRUST COMPANY2 years Service code 19 · EIN 58-1428634 | Securities Custodian | $282 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,091 | $51,466-74.6% | $78,778-83.4% | $62,292-79.0% |
| Participation rate | 96.1% | 59.8%+36.3pp | 69.2%+26.9pp | 69.5%+26.6pp |
| Annual return | 14.69% | 19.96%-5.3pp | 35.62%-20.9pp | 28.90%-14.2pp |
| Employer contribution / active EE | $197 | $827-76.2% | $1,986-90.1% | $2,042-90.4% |
| Participant deferral / active EE | $2,177 | $2,147+1.4% | $2,958-26.4% | $3,169-31.3% |
| Admin fee / account holder | $8 | $489-98.3% | $5,134-99.8% | $479-98.3% |