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 20 · EIN 43-0345811 | Trustee (individual) | $78,274 |
Filed as: MASS MUTUAL LIFE INS. COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $8,210 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,965 | $47,456-26.3% | $172,739-79.8% | $77,787-55.1% |
| Participation rate | 50.7% | 66.3%-15.6pp | 82.6%-32.0pp | 73.2%-22.6pp |
| Annual return | 2.64% | 35.57%-32.9pp | 802.84%-800.2pp | 32.57%-29.9pp |
| Employer contribution / active EE | $369 | $1,574-76.6% | $5,143-92.8% | $2,504-85.3% |
| Participant deferral / active EE | $1,233 | $2,560-51.8% | $5,198-76.3% | $3,967-68.9% |
| Admin fee / account holder | $74 | $81-8.6% | $13,954-99.5% | $100-26.2% |