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 JONES6+ years Filed as: EDWARD D JONES & CO L P Service code 27 · EIN 43-0345811 | Advisory (Plan) | $24,171 |
AVINTUS1 year Filed as: AVINTUS LLC A FUTUEPLAN CO Service code 13 | Contract Administrator | $4,366 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $200 |
AVINTUS1 year Filed as: AVINTUS LLC A FUTUREPLAN CO Service code 13 · EIN 04-3682160 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $127,564 | $63,745+100.1% | $98,442+29.6% | $79,386+60.7% |
| Participation rate | 49.6% | 69.9%-20.2pp | 73.3%-23.7pp | 70.7%-21.1pp |
| Annual return | 29.70% | 625.80%-596.1pp | 1492.73%-1463.0pp | 116.85%-87.2pp |
| Employer contribution / active EE | $0 | $2,557-100.0% | $2,960-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,062 | $3,303-67.9% | $4,276-75.2% | $4,046-73.8% |
| Admin fee / account holder | $0 | $516-100.0% | $5,949-100.0% | $626-100.0% |