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 |
|---|---|---|
LPL FINANCIAL4+ years Filed as: KMS FINANCIAL SERVICES Service code 55 · EIN 91-0850651 | Other Commissions | $15,309 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $6,960 |
RELIANCE TRUST COMPANY4+ years Service code 19 · EIN 27-0145686 | Securities Custodian | $545 |
Filed as: ENVESTNET Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Service code 27 | Advisory (Plan) | $0 |
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 | $33,643 | $44,873-25.0% | $79,464-57.7% | $56,287-40.2% |
| Participation rate | 70.9% | 68.7%+2.2pp | 73.3%-2.4pp | 69.9%+1.1pp |
| Annual return | 0.07% | 0.81%-0.7pp | 718.14%-718.1pp | -9.96%+10.0pp |
| Employer contribution / active EE | $1,015 | $2,140-52.6% | $2,800-63.7% | $2,111-51.9% |
| Participant deferral / active EE | $1,950 | $2,746-29.0% | $3,704-47.3% | $3,350-41.8% |
| Admin fee / account holder | $32 | $418-92.3% | $5,113-99.4% | $521-93.8% |