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 JONES1 year Filed as: EDWARD JONES & CO LP Service code 27 · EIN 43-0345811 12555 MANCHESTER ROAD · ST. LOUIS, MO 63131 | Advisory (Plan) | $16,747 |
PENSION PLAN SPECIALISTS, PC2 years Service code 13 · EIN 26-1570786 805 BROADWAY STREET, SUITE 600 · VANCOUVER, WA 98660 | Contract Administrator | $6,700 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,039 |
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 | $39,509 | $56,053-29.5% | $75,972-48.0% | $80,856-51.1% |
| Participation rate | 83.7% | 62.0%+21.7pp | 69.1%+14.6pp | 67.6%+16.1pp |
| Annual return | 13.84% | 20.53%-6.7pp | 359.55%-345.7pp | 35.59%-21.8pp |
| Employer contribution / active EE | $2,639 | $1,874+40.8% | $2,685-1.7% | $2,755-4.2% |
| Participant deferral / active EE | $4,765 | $3,052+56.1% | $4,255+12.0% | $4,296+10.9% |
| Admin fee / account holder | $294 | $5,234-94.4% | $6,467-95.4% | $6,918-95.7% |