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) | $21,999 |
TSC 401K2 years Service code 13 · EIN 41-0955056 7365 KIRKWOOD CT N · MAPLE GROVE, MN 55369 | Contract Administrator | $10,510 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,892 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,677 | $79,171-38.5% | $102,423-52.5% | $74,495-34.7% |
| Participation rate | 66.9% | 74.8%-7.9pp | 76.5%-9.6pp | 67.2%-0.3pp |
| Annual return | 11.59% | 54.93%-43.3pp | 29.32%-17.7pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $1,375 | $2,362-41.8% | $3,023-54.5% | $2,623-47.6% |
| Participant deferral / active EE | $2,254 | $4,415-48.9% | $5,053-55.4% | $4,346-48.1% |
| Admin fee / account holder | $89 | $2,001-95.5% | $9,451-99.1% | $1,942-95.4% |