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 |
|---|---|---|
Filed as: EDWARD D JONES & CO Service code 22 · EIN 43-0345811 | Insurance Broker | $29,136 |
Service code 37 · EIN 39-1444845 PO BOX 907 · WAUSAU, WI 54403 | Loan Processing | $5,852 |
Filed as: MASS MUTUAL Service code 15 · EIN 04-1590850 1 GRIFFIN ROAD NORTH · WINDSOR, CT 06095 | Recordkeeping | $2,388 |
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 | $73,837 | $100,801-26.8% | $149,696-50.7% | $73,409+0.6% |
| Participation rate | 40.0% | 77.7%-37.7pp | 82.5%-42.5pp | 72.2%-32.2pp |
| Annual return | 17.10% | 265.34%-248.2pp | 276.60%-259.5pp | 59.29%-42.2pp |
| Employer contribution / active EE | $1,899 | $3,312-42.7% | $4,644-59.1% | $2,234-15.0% |
| Participant deferral / active EE | $1,566 | $6,404-75.6% | $6,842-77.1% | $3,805-58.9% |
| Admin fee / account holder | $56 | $181-68.8% | $9,309-99.4% | $158-64.3% |