See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & CO LP Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $30,167 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,717 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
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 | $70,950 | $100,923-29.7% | $150,045-52.7% | $74,304-4.5% |
| Participation rate | 83.1% | 70.1%+13.0pp | 82.3%+0.8pp | 60.3%+22.8pp |
| Annual return | 17.10% | 51.77%-34.7pp | 62.55%-45.4pp | 29.43%-12.3pp |
| Employer contribution / active EE | $597 | $3,463-82.8% | $4,693-87.3% | $2,241-73.3% |
| Participant deferral / active EE | $4,018 | $6,709-40.1% | $7,997-49.8% | $3,767+6.7% |
| Admin fee / account holder | $135 | $2,767-95.1% | $13,435-99.0% | $2,969-95.4% |