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 8-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 49 · EIN 43-0345811 | Other Services | $7,160 |
Filed as: MASS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $988 |
THE RETIREMENT ADVANTAGE INC1+ years Service code 13 · EIN 39-1816008 | Contract Administrator | $780 |
Filed as: MESIROW FIN INVESTMENT MGMT, INC. Service code 49 · EIN 36-3429599 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $22,678 | $52,836-57.1% | $105,738-78.6% | $64,186-64.7% |
| Participation rate | 50.6% | 66.5%-15.9pp | 76.3%-25.7pp | 69.6%-19.0pp |
| Annual return | -6.81% | 14.30%-21.1pp | 6.27%-13.1pp | 7.63%-14.4pp |
| Employer contribution / active EE | $775 | $1,827-57.6% | $3,268-76.3% | $2,381-67.5% |
| Participant deferral / active EE | $1,268 | $2,545-50.2% | $4,080-68.9% | $3,470-63.5% |
| Admin fee / account holder | $154 | $3,959-96.1% | $6,913-97.8% | $4,888-96.9% |