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 JONES6+ years Filed as: EDWARD D JONES & CO L P Service code 27 · EIN 43-0345811 | Advisory (Plan) | $12,671 |
LIFETIME BENEFIT SOLUTIONS6+ years Filed as: LIFETIME BENEFIT SOLUTIONS, INC. Service code 13 · EIN 16-1171765 333 BUTTERNUT DRIVE · SYRACUSE, NY 13214 | Contract Administrator | $7,188 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,001 |
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 | $65,749 | $70,908-7.3% | $98,907-33.5% | $73,488-10.5% |
| Participation rate | 81.7% | 73.8%+8.0pp | 76.0%+5.7pp | 70.7%+11.1pp |
| Annual return | 16.16% | 34.17%-18.0pp | 196.43%-180.3pp | 28.51%-12.3pp |
| Employer contribution / active EE | $705 | $2,036-65.4% | $2,689-73.8% | $2,270-69.0% |
| Participant deferral / active EE | $2,794 | $3,500-20.2% | $4,244-34.2% | $3,740-25.3% |
| Admin fee / account holder | $138 | $535-74.2% | $6,642-97.9% | $513-73.1% |