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 |
|---|---|---|
EDWARD JONES3 years Filed as: EDWARD JONES & CO Service code 27 · EIN 43-0345811 | Advisory (Plan) | $13,836 |
Filed as: MASSMUTUAL LIFE INS. CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $13,332 |
ORIENTAL PENSION CONSULTANTS3 years Service code 15 · EIN 59-2356441 | Recordkeeping | $12,300 |
Filed as: ENVESTNET Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,771 | $51,288-94.6% | $81,983-96.6% | $73,409-96.2% |
| Participation rate | 0.0% | 64.0%-64.0pp | 69.2%-69.2pp | 72.2%-72.2pp |
| Annual return | 12.26% | 29.48%-17.2pp | 41.31%-29.1pp | 59.29%-47.0pp |
| Employer contribution / active EE | $212 | $1,487-85.8% | $2,498-91.5% | $2,234-90.5% |
| Participant deferral / active EE | $1,379 | $2,715-49.2% | $3,722-63.0% | $3,805-63.8% |
| Admin fee / account holder | $34 | $125-72.8% | $5,664-99.4% | $158-78.4% |