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 7-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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $21,285 |
EDWARD JONES2 years Filed as: EDWARD JONES & CO Service code 27 · EIN 43-0345811 | Advisory (Plan) | $11,342 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,440 | $55,636-54.3% | $81,983-69.0% | $73,488-65.4% |
| Participation rate | 68.3% | 62.3%+6.0pp | 69.2%-0.9pp | 70.7%-2.4pp |
| Annual return | 16.76% | 19.07%-2.3pp | 41.31%-24.5pp | 28.51%-11.8pp |
| Employer contribution / active EE | $1,527 | $1,625-6.0% | $2,498-38.9% | $2,270-32.7% |
| Participant deferral / active EE | $2,375 | $2,762-14.0% | $3,722-36.2% | $3,740-36.5% |
| Admin fee / account holder | $247 | $493-50.0% | $5,664-95.6% | $513-51.9% |