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 |
|---|---|---|
Service code 13 · EIN 26-1570786 | Contract Administrator | $14,347 |
EDWARD JONES5 years Filed as: EDWARD JONES & CO Service code 27 · EIN 43-0345811 | Advisory (Plan) | $13,392 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $3,015 |
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 | $27,910 | $51,175-45.5% | $70,515-60.4% | $75,163-62.9% |
| Participation rate | 81.9% | 60.9%+21.0pp | 68.3%+13.6pp | 67.2%+14.7pp |
| Annual return | 19.23% | 30.02%-10.8pp | 32.77%-13.5pp | 160.62%-141.4pp |
| Employer contribution / active EE | $3,638 | $1,826+99.2% | $2,973+22.3% | $2,670+36.3% |
| Participant deferral / active EE | $5,716 | $2,849+100.6% | $4,567+25.2% | $4,125+38.6% |
| Admin fee / account holder | $168 | $4,091-95.9% | $6,412-97.4% | $5,651-97.0% |