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 43-0348811 | Other Commissions | $49,547 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $4,556 |
Service code 49 · EIN 36-3429599 | Other Services | $27 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 28 | Investment Management | $0 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
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 | $108,518 | $89,652+21.0% | $141,162-23.1% | $65,185+66.5% |
| Participation rate | 99.0% | 74.7%+24.3pp | 82.5%+16.5pp | 70.2%+28.8pp |
| Annual return | 25.17% | 32.79%-7.6pp | 71.39%-46.2pp | 29.38%-4.2pp |
| Employer contribution / active EE | $8,600 | $3,065+180.6% | $4,735+81.6% | $2,177+295.1% |
| Participant deferral / active EE | $11,200 | $5,691+96.8% | $6,709+66.9% | $3,514+218.7% |
| Admin fee / account holder | $224 | $569-60.6% | $10,261-97.8% | $847-73.5% |