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: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $940 |
RELIANCE TRUST COMPANY5+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $325 |
Service code 49 · EIN 36-3429599 | Other Services | $26 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 | Advisory (Plan) | $0 |
Filed as: ENVESTNET RETIRMENT SOLUTIONS Service code 49 · EIN 61-1732930 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $110,046 | $98,982+11.2% | $162,163-32.1% | $65,185+68.8% |
| Participation rate | 99.0% | 85.8%+13.3pp | 87.6%+11.5pp | 70.2%+28.8pp |
| Annual return | 18.85% | 24.84%-6.0pp | 115.59%-96.7pp | 29.38%-10.5pp |
| Employer contribution / active EE | $5,051 | $3,467+45.7% | $5,614-10.0% | $2,177+132.0% |
| Participant deferral / active EE | $4,527 | $5,384-15.9% | $7,298-38.0% | $3,514+28.8% |
| Admin fee / account holder | $6 | $596-99.0% | $10,843-99.9% | $847-99.3% |