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 |
|---|---|---|
UBS FINANCIAL SERVICES INC3+ years Service code 55 · EIN 13-2638166 | Other Commissions | $17,369 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 25-1589907 | Recordkeeping | $8,430 |
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.
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 | $34,469 | $48,064-28.3% | $78,778-56.2% | $69,631-50.5% |
| Participation rate | 68.0% | 61.6%+6.4pp | 69.2%-1.2pp | 70.7%-2.7pp |
| Annual return | 17.07% | 21.81%-4.7pp | 35.62%-18.6pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $486 | $744-34.6% | $1,986-75.5% | $2,032-76.1% |
| Participant deferral / active EE | $2,164 | $2,079+4.1% | $2,958-26.9% | $3,224-32.9% |
| Admin fee / account holder | $108 | $152-28.7% | $5,134-97.9% | $110-1.8% |