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 27 · EIN 43-0345811 | Advisory (Plan) | $21,370 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 · EIN 13-4238973 154 HANSEN RD., SUITE 102 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $4,041 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $710 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,957 | $56,423+18.7% | $77,163-13.2% | $71,457-6.3% |
| Participation rate | 72.7% | 64.3%+8.4pp | 69.6%+3.2pp | 67.9%+4.8pp |
| Annual return | 18.16% | 19.05%-0.9pp | 37.87%-19.7pp | 28.85%-10.7pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,535-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $4,458 | $3,142+41.9% | $3,833+16.3% | $4,289+3.9% |
| Admin fee / account holder | $10 | $1,429-99.3% | $5,472-99.8% | $1,587-99.4% |