See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Filed as: EDWARD JONES & COMPANY Service code 49 · EIN 43-0345811 | Other Services | $7,123 |
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $1,585 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 28 | Investment Management | $0 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
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 | $53,544 | $62,586-14.4% | $76,768-30.3% | $64,186-16.6% |
| Participation rate | 90.0% | 72.8%+17.2pp | 77.0%+13.0pp | 69.6%+20.4pp |
| Annual return | -5.25% | -1.95%-3.3pp | 2.43%-7.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $771 | $1,832-57.9% | $2,485-69.0% | $2,381-67.6% |
| Participant deferral / active EE | $2,782 | $3,145-11.5% | $3,852-27.8% | $3,470-19.8% |
| Admin fee / account holder | $132 | $4,667-97.2% | $6,675-98.0% | $4,888-97.3% |