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 | $6,422 |
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $1,720 |
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.
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 | $25,659 | $81,474-68.5% | $133,956-80.8% | $73,488-65.1% |
| Participation rate | 66.7% | 76.4%-9.7pp | 79.8%-13.2pp | 70.7%-4.0pp |
| Annual return | 13.68% | 19.40%-5.7pp | 45.09%-31.4pp | 28.51%-14.8pp |
| Employer contribution / active EE | $1,125 | $2,209-49.1% | $3,919-71.3% | $2,270-50.4% |
| Participant deferral / active EE | $1,358 | $3,786-64.1% | $5,048-73.1% | $3,740-63.7% |
| Admin fee / account holder | $37 | $713-94.8% | $8,927-99.6% | $513-92.7% |