See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & CO. Service code 20 · EIN 43-0345811 | Trustee (individual) | $86,274 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,045 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $3,819 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,575 | $45,000-9.8% | $143,757-71.8% | $77,904-47.9% |
| Participation rate | 37.8% | 66.8%-29.0pp | 80.3%-42.5pp | 73.7%-35.9pp |
| Annual return | -16.22% | 29.03%-45.2pp | -0.04%-16.2pp | 12.21%-28.4pp |
| Employer contribution / active EE | $409 | $1,870-78.1% | $4,951-91.7% | $2,848-85.6% |
| Participant deferral / active EE | $1,338 | $3,157-57.6% | $5,637-76.3% | $4,806-72.2% |
| Admin fee / account holder | $4 | $98-96.3% | $14,673-100.0% | $133-97.3% |