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 | $5,710 |
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $1,630 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $19,296 | $86,332-77.6% | $125,175-84.6% | $65,185-70.4% |
| Participation rate | 73.2% | 75.3%-2.1pp | 79.8%-6.6pp | 70.2%+3.0pp |
| Annual return | 17.94% | 27.43%-9.5pp | 43.79%-25.9pp | 29.38%-11.4pp |
| Employer contribution / active EE | $1,065 | $2,040-47.8% | $3,865-72.4% | $2,177-51.1% |
| Participant deferral / active EE | $1,283 | $3,537-63.7% | $4,937-74.0% | $3,514-63.5% |
| Admin fee / account holder | $30 | $609-95.1% | $9,702-99.7% | $847-96.5% |