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 9-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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $10,598 |
EDWARD JONES4 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $6,728 |
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $630 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,508 | $58,290-85.4% | $98,442-91.4% | $86,799-90.2% |
| Participation rate | 62.4% | 68.3%-5.9pp | 73.3%-10.9pp | 72.3%-9.9pp |
| Annual return | 27.32% | 43.48%-16.2pp | 1492.73%-1465.4pp | 97.91%-70.6pp |
| Employer contribution / active EE | $729 | $2,008-63.7% | $2,960-75.4% | $2,405-69.7% |
| Participant deferral / active EE | $369 | $3,152-88.3% | $4,276-91.4% | $4,131-91.1% |
| Admin fee / account holder | $37 | $138-72.9% | $5,949-99.4% | $170-78.0% |