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 | $10,397 |
EDWARD JONES5 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $7,401 |
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $434 |
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 | $7,691 | $47,722-83.9% | $82,719-90.7% | $64,808-88.1% |
| Participation rate | 67.0% | 67.6%-0.7pp | 72.6%-5.6pp | 71.5%-4.5pp |
| Annual return | -13.92% | -13.05%-0.9pp | 701.18%-715.1pp | 32.82%-46.7pp |
| Employer contribution / active EE | $583 | $2,179-73.3% | $3,009-80.6% | $2,506-76.7% |
| Participant deferral / active EE | $464 | $3,329-86.1% | $4,395-89.4% | $4,310-89.2% |
| Admin fee / account holder | $42 | $143-70.5% | $5,329-99.2% | $188-77.5% |