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 | $8,566 |
EDWARD JONES7 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $8,037 |
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $447 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,034 | $65,908-84.8% | $81,812-87.7% | $77,643-87.1% |
| Participation rate | 66.4% | 65.8%+0.6pp | 72.3%-6.0pp | 70.6%-4.2pp |
| Annual return | 13.20% | 26.64%-13.4pp | 773.79%-760.6pp | 31.24%-18.0pp |
| Employer contribution / active EE | $780 | $2,370-67.1% | $2,912-73.2% | $2,726-71.4% |
| Participant deferral / active EE | $501 | $3,505-85.7% | $4,319-88.4% | $4,647-89.2% |
| Admin fee / account holder | $44 | $526-91.7% | $7,386-99.4% | $430-89.8% |