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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $15,920 |
Filed as: EDWARD D JONES & CO Service code 28 · EIN 43-0345811 | Investment Management | $7,605 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,360 | $65,376-81.1% | $87,100-85.8% | $65,185-81.0% |
| Participation rate | 81.9% | 75.3%+6.6pp | 76.9%+5.1pp | 70.2%+11.7pp |
| Annual return | 23.57% | 31.27%-7.7pp | 28.19%-4.6pp | 29.38%-5.8pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,718 | $3,388-19.8% | $4,049-32.9% | $3,514-22.6% |
| Admin fee / account holder | $122 | $520-76.5% | $7,497-98.4% | $847-85.6% |