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 |
|---|---|---|
EDWARD JONES4+ years Filed as: EDWARD D JONES & CO L P Service code 27 · EIN 43-0345811 | Advisory (Plan) | $19,105 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,412 |
ASCENSUS LLC1 year Filed as: AVINTUS LLC AN ASCENSUS CO Service code 13 · EIN 04-3682160 | Contract Administrator | $2,072 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $89,107 | $54,237+64.3% | $90,281-1.3% | $67,579+31.9% |
| Participation rate | 17.1% | 68.6%-51.5pp | 73.3%-56.2pp | 71.3%-54.2pp |
| Annual return | 3.71% | 37.27%-33.6pp | 78.10%-74.4pp | 378.56%-374.8pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,854-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $913 | $2,625-65.2% | $3,885-76.5% | $3,539-74.2% |
| Admin fee / account holder | $215 | $123+74.4% | $5,351-96.0% | $142+51.2% |