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 JONES3 years Service code 22 · EIN 43-0345811 | Insurance Broker | $26,676 |
Service code 37 · EIN 39-1444845 PO BOX 907 · WAUSAU, WI 54403 | Loan Processing | $6,199 |
Filed as: MASS MUTUAL Service code 15 · EIN 04-1590850 1 GRIFFIN ROAD NORTH · WINDSOR, CT 06095 | Recordkeeping | $2,744 |
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.
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 | $65,901 | $88,122-25.2% | $141,162-53.3% | $67,579-2.5% |
| Participation rate | 39.1% | 76.5%-37.4pp | 82.5%-43.4pp | 71.3%-32.2pp |
| Annual return | 25.00% | 75.40%-50.4pp | 71.39%-46.4pp | 378.56%-353.6pp |
| Employer contribution / active EE | $1,838 | $3,224-43.0% | $4,735-61.2% | $2,148-14.4% |
| Participant deferral / active EE | $1,515 | $5,958-74.6% | $6,709-77.4% | $3,539-57.2% |
| Admin fee / account holder | $66 | $131-49.8% | $10,261-99.4% | $142-53.8% |