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: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $91,326 |
EDWARD JONES5 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $47,044 |
Filed as: M2B RETIREMENT CONSULTING, LLC Service code 13 · EIN 81-3989034 | Contract Administrator | $6,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,612 | $99,078-54.0% | $96,544-52.8% | $74,419-38.7% |
| Participation rate | 98.3% | 80.7%+17.6pp | 76.0%+22.3pp | 70.7%+27.5pp |
| Annual return | 17.07% | 22.48%-5.4pp | 25.84%-8.8pp | 34.38%-17.3pp |
| Employer contribution / active EE | $1,931 | $2,570-24.9% | $2,965-34.9% | $2,637-26.8% |
| Participant deferral / active EE | $2,886 | $4,933-41.5% | $4,851-40.5% | $4,528-36.3% |
| Admin fee / account holder | $170 | $225-24.2% | $8,252-97.9% | $348-51.1% |