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 | $77,150 |
PBMARES, LLP1 year Service code 50 · EIN 54-0737372 | Direct Payment | $16,000 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $4,610 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,007 | $104,475+45.5% | $159,436-4.7% | $79,386+91.5% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 15.22% | 67.95%-52.7pp | 263.57%-248.3pp | 116.85%-101.6pp |
| Employer contribution / active EE | $8,969 | $3,417+162.5% | $4,829+85.7% | $2,427+269.5% |
| Participant deferral / active EE | $13,011 | $6,467+101.2% | $7,352+77.0% | $4,046+221.6% |
| Admin fee / account holder | $358 | $711-49.6% | $10,799-96.7% | $626-42.8% |