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 Filed as: EDWARD D JONES & CO L P Service code 53 · EIN 43-0345811 | Insurance Commissions | $8,333 |
LIFETIME BENEFIT SOLUTIONS2+ years Filed as: LIFETIME BENEFIT SOLUTIONS, INC. Service code 13 · EIN 16-1171765 70 METRO PARK · ROCHESTER, NY 14623 | Contract Administrator | $3,621 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,640 |
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 | $55,184 | $56,629-2.6% | $77,999-29.3% | $55,1670% |
| Participation rate | 99.1% | 73.3%+25.8pp | 75.5%+23.6pp | 69.0%+30.1pp |
| Annual return | 8.44% | 2866.98%-2858.5pp | 425.96%-417.5pp | 169.23%-160.8pp |
| Employer contribution / active EE | $570 | $1,723-66.9% | $2,470-76.9% | $1,963-71.0% |
| Participant deferral / active EE | $2,116 | $2,777-23.8% | $3,497-39.5% | $3,054-30.7% |
| Admin fee / account holder | $23 | $467-95.0% | $5,480-99.6% | $504-95.4% |