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: MASSACHUSETTS MUTUAL LIFE INSR CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $15,934 |
Filed as: EDWARD D. JONES & CO LP Service code 27 · EIN 43-0345811 | Advisory (Plan) | $6,805 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $59 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $9,588 | $52,953-81.9% | $172,739-94.4% | $65,185-85.3% |
| Participation rate | 80.7% | 66.2%+14.6pp | 82.6%-1.9pp | 70.2%+10.5pp |
| Annual return | 20.91% | 30.12%-9.2pp | 802.84%-781.9pp | 29.38%-8.5pp |
| Employer contribution / active EE | $556 | $2,190-74.6% | $5,143-89.2% | $2,177-74.5% |
| Participant deferral / active EE | $1,032 | $2,471-58.2% | $5,198-80.1% | $3,514-70.6% |
| Admin fee / account holder | $114 | $472-75.8% | $13,954-99.2% | $847-86.5% |