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 JONES1 year Filed as: EDWARD JONES & CO Service code 50 · EIN 43-0345811 | Direct Payment | $6,367 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $1,960 |
Service code 28 | Investment Management | $0 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS, LLS Service code 28 · EIN 61-1732930 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $31,366 | $37,426-16.2% | $77,482-59.5% | $79,858-60.7% |
| Participation rate | 38.7% | 41.5%-2.8pp | 54.2%-15.5pp | 69.6%-30.9pp |
| Annual return | 17.17% | 39.70%-22.5pp | 54.79%-37.6pp | 31.71%-14.5pp |
| Employer contribution / active EE | $456 | $637-28.4% | $986-53.8% | $2,471-81.5% |
| Participant deferral / active EE | $941 | $1,260-25.3% | $1,861-49.4% | $3,740-74.8% |
| Admin fee / account holder | $173 | $2,504-93.1% | $2,858-93.9% | $5,306-96.7% |