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 & COMPANY Service code 50 · EIN 43-0345811 | Direct Payment | $28,157 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $2,778 |
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 | $51,159 | $65,376-21.7% | $87,100-41.3% | $65,185-21.5% |
| Participation rate | 96.2% | 75.3%+20.8pp | 76.9%+19.3pp | 70.2%+26.0pp |
| Annual return | 19.57% | 31.27%-11.7pp | 28.19%-8.6pp | 29.38%-9.8pp |
| Employer contribution / active EE | $568 | $1,822-68.8% | $2,521-77.5% | $2,177-73.9% |
| Participant deferral / active EE | $2,758 | $3,388-18.6% | $4,049-31.9% | $3,514-21.5% |
| Admin fee / account holder | $173 | $520-66.7% | $7,497-97.7% | $847-79.6% |