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 JONES2 years Service code 26 · EIN 43-0345811 | Advisory (Participants) | $8,254 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $1,146 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $48,121 | $70,475-31.7% | $100,516-52.1% | $79,858-39.7% |
| Participation rate | 68.2% | 73.7%-5.4pp | 79.4%-11.2pp | 69.6%-1.4pp |
| Annual return | 19.43% | 21.90%-2.5pp | 30.89%-11.5pp | 31.71%-12.3pp |
| Employer contribution / active EE | $268 | $2,165-87.6% | $3,418-92.2% | $2,471-89.2% |
| Participant deferral / active EE | $2,001 | $5,181-61.4% | $6,270-68.1% | $3,740-46.5% |
| Admin fee / account holder | $67 | $4,478-98.5% | $8,081-99.2% | $5,306-98.7% |