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 |
|---|---|---|
EDWARD JONES2 years Service code 22 · EIN 43-0345811 | Insurance Broker | $25,016 |
Service code 37 · EIN 39-1444845 PO BOX 907 · WAUSAU, WI 54403 | Loan Processing | $4,943 |
Filed as: MASS MUTUAL Service code 15 · EIN 04-1590850 1 GRIFFIN ROAD NORTH · WINDSOR, CT 06095 | Recordkeeping | $1,438 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $53,100 | $75,388-29.6% | $123,544-57.0% | $55,725-4.7% |
| Participation rate | 35.3% | 75.7%-40.4pp | 82.3%-47.0pp | 70.9%-35.5pp |
| Annual return | -7.41% | 4.48%-11.9pp | 119.20%-126.6pp | 244.93%-252.3pp |
| Employer contribution / active EE | $1,568 | $3,063-48.8% | $4,628-66.1% | $2,078-24.5% |
| Participant deferral / active EE | $1,374 | $5,651-75.7% | $6,426-78.6% | $3,356-59.0% |
| Admin fee / account holder | $47 | $120-61.1% | $9,284-99.5% | $115-59.6% |