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 JONES8+ years Filed as: EDWARD D JONES & CO L P Service code 27 · EIN 43-0345811 | Advisory (Plan) | $16,186 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,348 |
LIFETIME BENEFIT SOLUTIONS8+ years Filed as: LIFETIME BENEFIT SOLUTIONS, INC. Service code 13 · EIN 16-1171765 333 BUTTERNUT DRIVE · SYRACUSE, NY 13214 | Contract Administrator | $1,012 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,011 | $72,607-17.3% | $90,749-33.9% | $66,914-10.3% |
| Participation rate | 88.8% | 73.7%+15.1pp | 75.7%+13.1pp | 69.8%+19.0pp |
| Annual return | -14.22% | -12.28%-1.9pp | -12.16%-2.1pp | 1.58%-15.8pp |
| Employer contribution / active EE | $837 | $2,369-64.7% | $2,921-71.4% | $2,544-67.1% |
| Participant deferral / active EE | $3,787 | $3,977-4.8% | $4,564-17.0% | $4,237-10.6% |
| Admin fee / account holder | $135 | $707-80.9% | $8,445-98.4% | $593-77.3% |