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 10-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 |
|---|---|---|
Filed as: EDWARD D JONES & CO LP Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $15,285 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $370 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,612 | $59,097-44.8% | $82,389-60.4% | $74,304-56.1% |
| Participation rate | 67.1% | 52.8%+14.3pp | 69.5%-2.5pp | 60.3%+6.7pp |
| Annual return | 5.55% | 22.85%-17.3pp | 28.67%-23.1pp | 29.43%-23.9pp |
| Employer contribution / active EE | $2,214 | $1,601+38.3% | $2,517-12.1% | $2,241-1.2% |
| Participant deferral / active EE | $2,653 | $2,775-4.4% | $4,155-36.2% | $3,767-29.6% |
| Admin fee / account holder | $93 | $4,489-97.9% | $7,231-98.7% | $2,969-96.9% |