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 JONES1 year Filed as: EDWARD JONES & COMPANY Service code 27 | Advisory (Plan) | $9,030 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $788 |
Service code 28 | Investment Management | $0 |
Filed as: MESIROW INVESTMENT MANAGEMENT INC. Service code 49 · EIN 36-3429599 | Other Services | $0 |
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 | $29,965 | $33,067-9.4% | $76,523-60.8% | $56,287-46.8% |
| Participation rate | 73.2% | 55.4%+17.8pp | 68.0%+5.2pp | 69.9%+3.4pp |
| Annual return | -6.58% | 2.72%-9.3pp | -0.27%-6.3pp | -9.96%+3.4pp |
| Employer contribution / active EE | $1,106 | $1,200-7.8% | $2,647-58.2% | $2,111-47.6% |
| Participant deferral / active EE | $3,390 | $2,240+51.3% | $3,835-11.6% | $3,350+1.2% |
| Admin fee / account holder | $42 | $537-92.2% | $4,848-99.1% | $521-92.0% |