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 | $95,880+52.5% | $107,525+36.0% | $85,563+70.9% |
| Participation rate | 20.4% | 70.1%-49.7pp | 75.1%-54.7pp | 66.0%-45.5pp |
| Annual return | 14.30% | 68.06%-53.8pp | 181.32%-167.0pp | 31.51%-17.2pp |
| Employer contribution / active EE | $424 | $3,812-88.9% | $3,754-88.7% | $2,654-84.0% |
| Participant deferral / active EE | $1,605 | $4,201-61.8% | $5,116-68.6% | $4,375-63.3% |
| Admin fee / account holder | $734 | $1,025-28.4% | $8,919-91.8% | $834-12.0% |