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: EDWARD D JONES & CO Service code 55 · EIN 43-0345811 | Other Commissions | $53,559 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $2,460 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $96,493 | $73,102+32.0% | $123,544-21.9% | $56,287+71.4% |
| Participation rate | 99.5% | 74.3%+25.1pp | 82.3%+17.2pp | 69.9%+29.6pp |
| Annual return | -7.14% | 3.01%-10.1pp | 119.20%-126.3pp | -9.96%+2.8pp |
| Employer contribution / active EE | $9,508 | $2,977+219.4% | $4,628+105.5% | $2,111+350.4% |
| Participant deferral / active EE | $10,315 | $5,423+90.2% | $6,426+60.5% | $3,350+207.9% |
| Admin fee / account holder | $395 | $554-28.7% | $9,284-95.7% | $521-24.2% |