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) | $82,902 |
Filed as: MASS MUTUAL LIFE INS. COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $8,650 |
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 | $38,700 | $56,095-31.0% | $178,490-78.3% | $90,288-57.1% |
| Participation rate | 51.6% | 65.6%-14.0pp | 81.9%-30.3pp | 73.4%-21.8pp |
| Annual return | 10.80% | 28.81%-18.0pp | 151.07%-140.3pp | 53.97%-43.2pp |
| Employer contribution / active EE | $363 | $1,572-76.9% | $5,011-92.8% | $2,524-85.6% |
| Participant deferral / active EE | $1,225 | $2,669-54.1% | $5,202-76.5% | $4,232-71.1% |
| Admin fee / account holder | $78 | $101-22.6% | $13,984-99.4% | $114-31.7% |