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 |
|---|---|---|
EDWARD JONES1 year Filed as: EDWARD D. JONES & CO., L.P. Service code 26 12555 MANCHESTER ROAD · ST. LOUIS, MO 63131 | Advisory (Participants) | $21,255 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $4,285 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,207 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE SUITE 700 · SANTA MONICA, CA 90401 | Advisory (Participants) | $1,875 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 PO BOX 55979 · BOSTON, MA 02205 | Recordkeeping | $870 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $788 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,586 | $71,192-31.8% | $117,854-58.8% | $62,292-22.0% |
| Participation rate | 83.5% | 74.2%+9.3pp | 79.7%+3.9pp | 69.5%+14.0pp |
| Annual return | 16.92% | 18.66%-1.7pp | 335.08%-318.2pp | 28.90%-12.0pp |
| Employer contribution / active EE | $996 | $1,934-48.5% | $3,786-73.7% | $2,042-51.2% |
| Participant deferral / active EE | $3,430 | $3,189+7.6% | $4,482-23.5% | $3,169+8.2% |
| Admin fee / account holder | $272 | $587-53.6% | $8,020-96.6% | $479-43.2% |