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 |
|---|---|---|
REGIONS BANK3+ years Filed as: REGIONS INSTITUTIONAL TRUST Service code 25 · EIN 63-0589368 | Directed Trustee | $35,007 |
RELIANCE TRUST COMPANY3+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $76,605 | $69,305+10.5% | $82,313-6.9% | $69,631+10.0% |
| Participation rate | 95.7% | 80.3%+15.4pp | 76.9%+18.8pp | 70.7%+25.0pp |
| Annual return | 15.74% | 21.47%-5.7pp | 25.88%-10.1pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $1,853 | $1,887-1.8% | $2,428-23.7% | $2,032-8.8% |
| Participant deferral / active EE | $3,704 | $3,568+3.8% | $3,706-0.1% | $3,224+14.9% |
| Admin fee / account holder | $0 | $97-100.0% | $5,608-100.0% | $110-100.0% |