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 | $7,246 |
Filed as: MASS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $646 |
Filed as: MESIROW FIN INVESTMENT MGMT, INC. Service code 49 · EIN 36-3429599 | Other Services | $27 |
THE RETIREMENT ADVANTAGE INC2+ years Service code 13 · EIN 39-1816008 | Contract Administrator | $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 | $28,229 | $58,851-52.0% | $115,157-75.5% | $72,985-61.3% |
| Participation rate | 46.7% | 65.5%-18.9pp | 75.9%-29.2pp | 69.5%-22.8pp |
| Annual return | 20.85% | 23.16%-2.3pp | 35.60%-14.8pp | 81.00%-60.2pp |
| Employer contribution / active EE | $483 | $1,798-73.1% | $3,179-84.8% | $2,440-80.2% |
| Participant deferral / active EE | $1,168 | $2,643-55.8% | $4,168-72.0% | $3,607-67.6% |
| Admin fee / account holder | $148 | $6,370-97.7% | $7,088-97.9% | $5,124-97.1% |