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 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $21,487 |
Filed as: CARLSON CAPITAL MANAGEMENT LLC Service code 27 11 BRIDGE SQUARE · NORTHFIELD, MN 55057 | Advisory (Plan) | $10,833 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,891 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,392 | $50,199-23.5% | $70,092-45.2% | $66,914-42.6% |
| Participation rate | 74.0% | 66.3%+7.7pp | 70.5%+3.6pp | 69.8%+4.2pp |
| Annual return | -13.47% | -13.85%+0.4pp | 190.73%-204.2pp | 1.58%-15.1pp |
| Employer contribution / active EE | $2,001 | $1,864+7.3% | $2,559-21.8% | $2,544-21.4% |
| Participant deferral / active EE | $3,481 | $3,112+11.8% | $3,849-9.6% | $4,237-17.8% |
| Admin fee / account holder | $166 | $600-72.3% | $6,267-97.3% | $593-72.0% |