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 Service code 55 · EIN 43-0345811 | Other Commissions | $11,214 |
Service code 99 101 BRADFORD RD STE 200 · WEXFORD, PA 15090 | Other Fees | $3,240 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Recordkeeping Fees | $2,117 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $884 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,872 | $69,848-83.0% | $115,756-89.7% | $66,914-82.3% |
| Participation rate | 79.6% | 70.6%+9.0pp | 77.1%+2.5pp | 69.8%+9.8pp |
| Annual return | -15.36% | 969.66%-985.0pp | 143.14%-158.5pp | 1.58%-16.9pp |
| Employer contribution / active EE | $1,619 | $2,613-38.0% | $3,793-57.3% | $2,544-36.4% |
| Participant deferral / active EE | $2,276 | $4,274-46.7% | $6,254-63.6% | $4,237-46.3% |
| Admin fee / account holder | $97 | $337-71.3% | $8,124-98.8% | $593-83.7% |