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 |
|---|---|---|
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 52 | Indirect Investment Fees | $13,244 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $11,431 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $282 |
Filed as: MESIROW INV MGMT INC Service code 49 · EIN 36-3429599 | Other Services | $22 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA CORPORATION Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,861 | $56,629-3.1% | $77,999-29.7% | $55,167-0.6% |
| Participation rate | 38.6% | 73.3%-34.7pp | 75.5%-36.9pp | 69.0%-30.4pp |
| Annual return | 6.10% | 2866.98%-2860.9pp | 425.96%-419.9pp | 169.23%-163.1pp |
| Employer contribution / active EE | $819 | $1,723-52.5% | $2,470-66.9% | $1,963-58.3% |
| Participant deferral / active EE | $1,679 | $2,777-39.5% | $3,497-52.0% | $3,054-45.0% |
| Admin fee / account holder | $2 | $467-99.7% | $5,480-100.0% | $504-99.7% |