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 33 · EIN 43-0345811 | Securities brokerage | $5,736 |
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $1,610 |
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.
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 | $16,642 | $66,302-74.9% | $110,238-84.9% | $56,287-70.4% |
| Participation rate | 68.6% | 74.9%-6.3pp | 79.8%-11.2pp | 69.9%-1.2pp |
| Annual return | -6.70% | -1.18%-5.5pp | 314.74%-321.4pp | -9.96%+3.3pp |
| Employer contribution / active EE | $968 | $2,047-52.7% | $3,826-74.7% | $2,111-54.1% |
| Participant deferral / active EE | $1,163 | $3,381-65.6% | $4,672-75.1% | $3,350-65.3% |
| Admin fee / account holder | $43 | $698-93.8% | $8,547-99.5% | $521-91.7% |