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) | $3,022 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN PENSION SERVICES, LLC Service code 13 2454 MCMULLEN BOOTH RD STE 431 · CLEARWATER, FL 33759 | Contract Administrator | $550 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
See 1 actuary disclosure. $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.
Employer contribution per participant 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 | $0 | $46,984-100.0% | $344,859-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 23.5%-23.5pp | 5.6%-5.6pp |
| Annual return | -11.38% | 39.77%-51.2pp | -8.02%-3.4pp | 39.77%-51.2pp |
| Employer contribution / active EE | $2,632 | $19,959-86.8% | $29,748-91.2% | $19,959-86.8% |
| Participant deferral / active EE | $0 | $614-100.0% | $13-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $388-100.0% | $62-100.0% |