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 | $7,945 |
Filed as: MASS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $185 |
Filed as: MESIROW FIN INVESTMENT MGMT, INC. Service code 49 · EIN 36-3429599 | Other Services | $0 |
THE RETIREMENT ADVANTAGE INC3+ 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 | $31,935 | $64,324-50.4% | $118,925-73.1% | $79,858-60.0% |
| Participation rate | 53.5% | 64.9%-11.4pp | 75.4%-21.9pp | 69.6%-16.1pp |
| Annual return | 15.80% | 86.45%-70.6pp | 35.88%-20.1pp | 31.71%-15.9pp |
| Employer contribution / active EE | $699 | $1,836-61.9% | $3,263-78.6% | $2,471-71.7% |
| Participant deferral / active EE | $1,560 | $2,824-44.8% | $4,265-63.4% | $3,740-58.3% |
| Admin fee / account holder | $130 | $4,040-96.8% | $6,581-98.0% | $5,306-97.5% |