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 MAZARS, 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 | $123,077-46.5% | $116,228-43.3% | $102,872-36.0% |
| Participation rate | 90.5% | 87.0%+3.5pp | 74.6%+16.0pp | 73.0%+17.5pp |
| Annual return | 15.52% | 15.84%-0.3pp | 90.06%-74.5pp | 19.06%-3.5pp |
| Employer contribution / active EE | $1,220 | $4,380-72.1% | $2,994-59.2% | $3,526-65.4% |
| Participant deferral / active EE | $4,085 | $6,746-39.4% | $4,953-17.5% | $5,535-26.2% |
| Admin fee / account holder | $188 | $115+63.2% | $11,989-98.4% | $292-35.6% |