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 7-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 JONES4 years Filed as: EDWARD JONES & CO Service code 27 · EIN 43-0345811 | Advisory (Plan) | $12,583 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $1,992 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,462 | $63,442-72.5% | $68,791-74.6% | $66,914-73.9% |
| Participation rate | 86.4% | 60.0%+26.4pp | 69.0%+17.4pp | 69.8%+16.6pp |
| Annual return | -18.34% | -8.29%-10.1pp | -6.38%-12.0pp | 1.58%-19.9pp |
| Employer contribution / active EE | $2,358 | $1,775+32.9% | $2,655-11.2% | $2,544-7.3% |
| Participant deferral / active EE | $3,831 | $2,945+30.1% | $3,941-2.8% | $4,237-9.6% |
| Admin fee / account holder | $107 | $577-81.4% | $4,932-97.8% | $593-81.9% |