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: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $52,456 |
EDWARD JONES1 year Filed as: EDWARD D JONES AND CO. Service code 16 · EIN 43-0345811 | Consulting | $27,893 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $22,676 |
ASCENSUS LLC1 year Filed as: ACENSUS HOLDINGS INC. DBA FUTUREPLA Service code 13 101 W BOADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $13,250 |
EDWARD JONES1 year Filed as: EDWARD D JONES AND CO Service code 16 | Consulting | $12,842 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,442 | $89,465-38.0% | $164,866-66.4% | $77,671-28.6% |
| Participation rate | 88.8% | 78.6%+10.2pp | 78.6%+10.2pp | 70.6%+18.3pp |
| Annual return | 14.17% | 28.81%-14.6pp | 69.97%-55.8pp | 31.21%-17.0pp |
| Employer contribution / active EE | $2,374 | $2,568-7.6% | $4,343-45.3% | $2,726-12.9% |
| Participant deferral / active EE | $5,502 | $4,897+12.3% | $6,033-8.8% | $4,648+18.4% |
| Admin fee / account holder | $288 | $340-15.1% | $12,689-97.7% | $430-33.0% |