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 & CO. Service code 50 · EIN 43-0345811 | Direct Payment | $28,541 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $3,090 |
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,394 | $73,638-23.4% | $95,952-41.2% | $73,488-23.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 12.31% | 16.78%-4.5pp | 91.61%-79.3pp | 28.51%-16.2pp |
| Employer contribution / active EE | $627 | $1,863-66.3% | $2,541-75.3% | $2,270-72.4% |
| Participant deferral / active EE | $3,167 | $3,617-12.5% | $4,167-24.0% | $3,740-15.3% |
| Admin fee / account holder | $172 | $482-64.3% | $6,795-97.5% | $513-66.5% |