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 |
|---|---|---|
LEGACY BENEFIT SERVICES1+ years Filed as: LEGACY BENEFIT SERVICES LLC Service code 63 · EIN 71-0948945 5670 GREENWOOD PLAZA BLVD · GREENWOOD VILLAGE, CO 80111 | 12b-1 Fees | $1,480 |
Filed as: MML INVESTOR SERVICES, LLC Service code 15 · EIN 04-2746212 P O BOX 219062 · KANSAS CITY, MO 641219062 | Recordkeeping | $0 |
Filed as: MML RETIREMENT SERVICES LLC Service code 15 · EIN 26-1589907 P.O. BOX 55274 · BOSTON, MA 022055274 | Recordkeeping | $0 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-1590850 | Other Services | $0 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $16,532 | $68,408-75.8% | $57,179-71.1% | $57,658-71.3% |
| Participation rate | 67.5% | 79.1%-11.7pp | 75.3%-7.9pp | 70.2%-2.8pp |
| Annual return | -2.47% | 8.51%-11.0pp | 14.59%-17.1pp | 5.13%-7.6pp |
| Employer contribution / active EE | $1,790 | $2,869-37.6% | $2,682-33.3% | $1,974-9.3% |
| Participant deferral / active EE | $849 | $2,903-70.8% | $3,096-72.6% | $3,061-72.3% |
| Admin fee / account holder | $6 | $70-91.0% | $3,139-99.8% | $95-93.3% |