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: EDWARD D JONES & CO LP Service code 27 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $16,270 |
Service code 13 · EIN 20-4548831 202 MONTROSE WEST AVE. STE 310 · AKRON, OH 44321 | Contract Administrator | $5,471 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INC. Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $1,089 |
Filed as: EMPOWER ADVISORY Service code 28 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $657 |
Filed as: EMPOWER FINANCIAL SERVICES Service code 59 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,249 | $80,724-41.5% | $103,333-54.3% | $74,495-36.6% |
| Participation rate | 98.3% | 65.7%+32.6pp | 74.5%+23.8pp | 67.2%+31.1pp |
| Annual return | 17.11% | 27.56%-10.4pp | 24.88%-7.8pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $12,138 | $3,157+284.5% | $3,868+213.8% | $2,623+362.8% |
| Participant deferral / active EE | $4,762 | $3,860+23.4% | $5,057-5.8% | $4,346+9.6% |
| Admin fee / account holder | $59 | $2,368-97.5% | $8,355-99.3% | $1,942-97.0% |