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 |
|---|---|---|
EJREYNOLDS, INC.1 year Filed as: E.J. REYNOLDS, INC. Service code 99 · EIN 59-2265857 | Other Fees | $3,400 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $2,892 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,254 | $73,638-68.4% | $95,952-75.8% | $73,488-68.4% |
| Participation rate | 93.8% | 76.2%+17.6pp | 77.1%+16.7pp | 70.7%+23.1pp |
| Annual return | 19.46% | 16.78%+2.7pp | 91.61%-72.2pp | 28.51%-9.1pp |
| Employer contribution / active EE | $2,359 | $1,863+26.6% | $2,541-7.2% | $2,270+3.9% |
| Participant deferral / active EE | $3,981 | $3,617+10.1% | $4,167-4.5% | $3,740+6.4% |
| Admin fee / account holder | $26 | $482-94.6% | $6,795-99.6% | $513-94.9% |