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) | $3,692 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,671 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,185 | $46,674-54.6% | $117,472-82.0% | $68,494-69.1% |
| Participation rate | 55.7% | 56.8%-1.1pp | 70.6%-14.9pp | 67.9%-12.2pp |
| Annual return | -24.05% | -14.52%-9.5pp | 29.74%-53.8pp | -7.84%-16.2pp |
| Employer contribution / active EE | $976 | $1,505-35.1% | $4,176-76.6% | $2,596-62.4% |
| Participant deferral / active EE | $1,172 | $2,636-55.5% | $4,070-71.2% | $4,027-70.9% |
| Admin fee / account holder | $43 | $4,020-98.9% | $5,645-99.2% | $5,403-99.2% |