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 9-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 |
|---|---|---|
CROWE LLP1 year Filed as: CROWE HORWATCH Service code 50 · EIN 35-0921680 | Direct Payment | $12,730 |
EDWARD JONES2+ years Filed as: EDWARD D JONES & CO L P Service code 53 · EIN 43-0345811 | Insurance Commissions | $10,085 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $7,170 |
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.
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 | $84,625 | $46,100+83.6% | $86,590-2.3% | $69,631+21.5% |
| Participation rate | 16.4% | 67.2%-50.8pp | 73.5%-57.1pp | 70.7%-54.3pp |
| Annual return | 12.10% | 21.02%-8.9pp | 964.84%-952.7pp | 27571.02%-27558.9pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $2,839-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $867 | $2,432-64.4% | $3,609-76.0% | $3,224-73.1% |
| Admin fee / account holder | $0 | $94-100.0% | $4,906-100.0% | $110-100.0% |