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 FINANCIAL5+ years Filed as: KMS FINANCIAL SERVICES Service code 55 · EIN 91-0850651 | Other Commissions | $18,637 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $10,358 |
RELIANCE TRUST COMPANY5+ years Service code 19 · EIN 27-0145686 | Securities Custodian | $565 |
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 | $41,928 | $51,620-18.8% | $90,281-53.6% | $65,185-35.7% |
| Participation rate | 75.3% | 68.6%+6.6pp | 73.3%+2.0pp | 70.2%+5.1pp |
| Annual return | 25.28% | 24.94%+0.3pp | 78.10%-52.8pp | 29.38%-4.1pp |
| Employer contribution / active EE | $1,167 | $2,235-47.8% | $2,854-59.1% | $2,177-46.4% |
| Participant deferral / active EE | $2,313 | $2,871-19.4% | $3,885-40.5% | $3,514-34.2% |
| Admin fee / account holder | $48 | $384-87.4% | $5,351-99.1% | $847-94.3% |