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 INC4+ years Service code 55 · EIN 13-2638166 | Other Commissions | $25,145 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 25-1589907 | Recordkeeping | $7,433 |
RELIANCE TRUST COMPANY4+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $545 |
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 | $30,866 | $35,485-13.0% | $74,550-58.6% | $55,725-44.6% |
| Participation rate | 58.8% | 62.5%-3.7pp | 69.1%-10.3pp | 70.9%-12.0pp |
| Annual return | -2.98% | 0.72%-3.7pp | 32.53%-35.5pp | 244.93%-247.9pp |
| Employer contribution / active EE | $738 | $777-5.1% | $1,961-62.4% | $2,078-64.5% |
| Participant deferral / active EE | $1,938 | $2,181-11.1% | $3,108-37.6% | $3,356-42.2% |
| Admin fee / account holder | $119 | $114+4.4% | $5,060-97.6% | $115+3.6% |