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 50 · EIN 43-0345811 | Direct Payment | $36,231 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $1,090 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $88,699 | $59,186+49.9% | $76,768+15.5% | $56,287+57.6% |
| Participation rate | 94.3% | 75.2%+19.1pp | 77.0%+17.3pp | 69.9%+24.4pp |
| Annual return | -4.27% | 6.62%-10.9pp | 2.43%-6.7pp | -9.96%+5.7pp |
| Employer contribution / active EE | $850 | $1,759-51.7% | $2,485-65.8% | $2,111-59.8% |
| Participant deferral / active EE | $4,210 | $3,255+29.3% | $3,852+9.3% | $3,350+25.7% |
| Admin fee / account holder | $238 | $489-51.4% | $6,675-96.4% | $521-54.4% |