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 INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $195,812 |
Filed as: EDWARD D JONES & CO LP Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $118,184 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS LLP Service code 10 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Accounting | $8,600 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,847 | $132,191-50.2% | $115,768-43.1% | $103,975-36.7% |
| Participation rate | 90.5% | 86.7%+3.8pp | 74.4%+16.1pp | 72.5%+18.0pp |
| Annual return | 15.52% | 15.87%-0.3pp | 100.46%-84.9pp | 19.41%-3.9pp |
| Employer contribution / active EE | $1,220 | $4,751-74.3% | $2,940-58.5% | $3,722-67.2% |
| Participant deferral / active EE | $4,085 | $7,122-42.6% | $4,917-16.9% | $5,343-23.5% |
| Admin fee / account holder | $188 | $118+59.9% | $12,439-98.5% | $332-43.3% |