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 27 · EIN 43-0345811 | Advisory (Plan) | $2,832 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $1,203 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $11,319 | $51,466-78.0% | $78,778-85.6% | $62,292-81.8% |
| Participation rate | 63.2% | 59.8%+3.4pp | 69.2%-6.0pp | 69.5%-6.3pp |
| Annual return | 14.49% | 19.96%-5.5pp | 35.62%-21.1pp | 28.90%-14.4pp |
| Employer contribution / active EE | $777 | $827-6.1% | $1,986-60.9% | $2,042-62.0% |
| Participant deferral / active EE | $774 | $2,147-63.9% | $2,958-73.8% | $3,169-75.6% |
| Admin fee / account holder | $25 | $489-94.8% | $5,134-99.5% | $479-94.7% |