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 26 · EIN 43-0345811 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $12,553 |
Filed as: MASSACHUSSETS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $4,559 |
Service code 13 · EIN 90-0451904 6500 SW MACADAM AVE · PORTLAND, OR 97239 | Contract Administrator | $1,275 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 28 · EIN 61-1732930 | Investment Management | $0 |
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.
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,267 | $66,124-64.8% | $90,404-74.3% | $73,488-68.3% |
| Participation rate | 28.0% | 69.7%-41.6pp | 72.7%-44.6pp | 70.7%-42.6pp |
| Annual return | 10.43% | 17.65%-7.2pp | 1293.02%-1282.6pp | 28.51%-18.1pp |
| Employer contribution / active EE | $424 | $2,346-81.9% | $3,262-87.0% | $2,270-81.3% |
| Participant deferral / active EE | $492 | $3,039-83.8% | $3,963-87.6% | $3,740-86.8% |
| Admin fee / account holder | $149 | $396-62.3% | $5,611-97.3% | $513-70.9% |