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 JONES4+ years Filed as: EDWARD D JONES & CO L P Service code 27 · EIN 43-0345811 | Advisory (Plan) | $13,811 |
LIFETIME BENEFIT SOLUTIONS4+ years Filed as: LIFETIME BENEFIT SOLUTIONS, INC. Service code 13 · EIN 16-1171765 333 BUTTERNUT DRIVE · SYRACUSE, NY 13214 | Contract Administrator | $6,506 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $3,246 |
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 | $51,831 | $58,083-10.8% | $80,019-35.2% | $56,287-7.9% |
| Participation rate | 90.0% | 73.6%+16.4pp | 75.8%+14.2pp | 69.9%+20.1pp |
| Annual return | -1.96% | 34.61%-36.6pp | 11.22%-13.2pp | -9.96%+8.0pp |
| Employer contribution / active EE | $514 | $1,932-73.4% | $2,468-79.2% | $2,111-75.7% |
| Participant deferral / active EE | $2,045 | $3,135-34.8% | $3,686-44.5% | $3,350-39.0% |
| Admin fee / account holder | $143 | $623-77.0% | $6,521-97.8% | $521-72.5% |