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 MELLON3+ years Filed as: BANK OF AMERICA Service code 52 | Indirect Investment Fees | $13,855 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA CORPORATION Service code 51 · EIN 94-1687665 | Investment Mgmt Fees | $13,855 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $11,774 |
RELIANCE TRUST COMPANY3+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $282 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,590 | $63,299-5.9% | $91,001-34.5% | $62,292-4.3% |
| Participation rate | 33.7% | 73.3%-39.7pp | 75.6%-41.9pp | 69.5%-35.9pp |
| Annual return | 13.16% | 20.99%-7.8pp | 4.60%+8.6pp | 28.90%-15.7pp |
| Employer contribution / active EE | $817 | $1,807-54.8% | $2,456-66.7% | $2,042-60.0% |
| Participant deferral / active EE | $1,573 | $2,943-46.6% | $3,547-55.7% | $3,169-50.4% |
| Admin fee / account holder | $3 | $468-99.3% | $5,417-99.9% | $479-99.3% |