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 |
|---|---|---|
EDWARD JONES5 years Service code 27 6900 COLLEGE BLVD · OVERLAND, KS 66211 | Advisory (Plan) | $11,984 |
Filed as: EDWARD D JONES & CO LP Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $4,551 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $354 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INC MORNINGSTAR ASSOCIA Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $250 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,088 | $37,393+28.6% | $77,024-37.6% | $66,914-28.1% |
| Participation rate | 25.3% | 52.9%-27.5pp | 67.9%-42.6pp | 69.8%-44.5pp |
| Annual return | -20.16% | -3.29%-16.9pp | 42.32%-62.5pp | 1.58%-21.7pp |
| Employer contribution / active EE | $129 | $1,531-91.6% | $2,812-95.4% | $2,544-94.9% |
| Participant deferral / active EE | $1,355 | $2,617-48.2% | $4,426-69.4% | $4,237-68.0% |
| Admin fee / account holder | $306 | $567-46.0% | $5,425-94.4% | $593-48.4% |