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 |
|---|---|---|
LIFETIME BENEFIT SOLUTIONS3+ years Filed as: LIFETIME BENEFIT SOLUTIONS, INC. Service code 13 · EIN 16-1171765 333 BUTTERNUT DRIVE · SYRACUSE, NY 13214 | Contract Administrator | $7,322 |
EDWARD JONES3+ years Filed as: EDWARD D JONES & CO L P Service code 53 · EIN 43-0345811 | Insurance Commissions | $2,248 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
Annual investment return 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 | $52,433 | $63,299-17.2% | $91,001-42.4% | $62,292-15.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 11.07% | 20.99%-9.9pp | 4.60%+6.5pp | 28.90%-17.8pp |
| Employer contribution / active EE | $551 | $1,807-69.5% | $2,456-77.6% | $2,042-73.0% |
| Participant deferral / active EE | $1,956 | $2,943-33.5% | $3,547-44.9% | $3,169-38.3% |
| Admin fee / account holder | $65 | $468-86.1% | $5,417-98.8% | $479-86.5% |