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 | $58,383 |
Filed as: EDWARD D JONES & CO Service code 27 · EIN 43-0345811 12555 MANCHESTER RD. · ST. LOUIS, MO 63131 | Advisory (Plan) | $48,819 |
Filed as: BENEFIT PLANS PLUS Service code 13 · EIN 43-1829594 11701 BORMAN DR STE 300 · ST. LOUIS, MO 63146 | Contract Administrator | $2,831 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,207 | $92,224+58.5% | $105,223+38.9% | $79,634+83.6% |
| Participation rate | 20.4% | 69.2%-48.7pp | 75.0%-54.6pp | 62.5%-42.1pp |
| Annual return | 14.30% | 88.65%-74.3pp | 180.65%-166.3pp | 36.46%-22.2pp |
| Employer contribution / active EE | $424 | $3,965-89.3% | $3,689-88.5% | $2,529-83.2% |
| Participant deferral / active EE | $1,605 | $3,834-58.1% | $5,072-68.3% | $3,835-58.1% |
| Admin fee / account holder | $734 | $1,121-34.5% | $8,859-91.7% | $1,002-26.7% |