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 |
|---|---|---|
Filed as: EDWARD D JONES & CO Service code 50 · EIN 43-0345811 | Direct Payment | $28,638 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $1,225 |
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 | $42,849 | $59,186-27.6% | $76,768-44.2% | $56,287-23.9% |
| Participation rate | 97.1% | 75.2%+21.8pp | 77.0%+20.1pp | 69.9%+27.2pp |
| Annual return | -5.59% | 6.62%-12.2pp | 2.43%-8.0pp | -9.96%+4.4pp |
| Employer contribution / active EE | $524 | $1,759-70.2% | $2,485-78.9% | $2,111-75.2% |
| Participant deferral / active EE | $2,506 | $3,255-23.0% | $3,852-34.9% | $3,350-25.2% |
| Admin fee / account holder | $163 | $489-66.6% | $6,675-97.6% | $521-68.7% |