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 Service code 28 · EIN 43-0345811 | Investment Management | $23,011 |
Filed as: BLUE SKY 401(K) SPECIALISTS INC Service code 13 · EIN 81-3622920 | Contract Administrator | $350 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $250 |
Filed as: EMPOWER ADVISOR GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $168 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $134,488 | $64,119+109.7% | $112,228+19.8% | $66,914+101.0% |
| Participation rate | 60.2% | 68.5%-8.3pp | 75.1%-14.9pp | 69.8%-9.6pp |
| Annual return | -16.79% | -13.81%-3.0pp | 27.45%-44.2pp | 1.58%-18.4pp |
| Employer contribution / active EE | $2,295 | $3,005-23.7% | $3,635-36.9% | $2,544-9.8% |
| Participant deferral / active EE | $3,875 | $3,693+4.9% | $4,728-18.0% | $4,237-8.5% |
| Admin fee / account holder | $0 | $625-100.0% | $6,410-100.0% | $593-100.0% |