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 | $22,320 |
Filed as: EDWARD D JONES & CO Service code 28 · EIN 43-0345811 | Investment Management | $10,218 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,917 | $73,638-73.0% | $95,952-79.2% | $73,488-72.9% |
| Participation rate | 92.8% | 76.2%+16.7pp | 77.1%+15.7pp | 70.7%+22.1pp |
| Annual return | 23.41% | 16.78%+6.6pp | 91.61%-68.2pp | 28.51%-5.1pp |
| Employer contribution / active EE | $2,470 | $1,863+32.6% | $2,541-2.8% | $2,270+8.8% |
| Participant deferral / active EE | $4,076 | $3,617+12.7% | $4,167-2.2% | $3,740+9.0% |
| Admin fee / account holder | $155 | $482-67.8% | $6,795-97.7% | $513-69.7% |