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 |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $16,336 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $706 |
Filed as: M2B RETIREMENT CONSULTING, LLC Service code 13 · EIN 81-3989034 | Contract Administrator | $500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,196 | $73,404-58.9% | $87,100-65.3% | $67,579-55.3% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.9%+23.1pp | 71.3%+28.7pp |
| Annual return | 31.63% | 48.29%-16.7pp | 28.19%+3.4pp | 378.56%-346.9pp |
| Employer contribution / active EE | $1,943 | $2,014-3.5% | $2,521-22.9% | $2,148-9.5% |
| Participant deferral / active EE | $1,701 | $3,913-56.5% | $4,049-58.0% | $3,539-51.9% |
| Admin fee / account holder | $96 | $142-32.0% | $7,497-98.7% | $142-32.3% |