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) | $44,333 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,263 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INC DBA MORNINGSTAR ASS Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $5,576 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $356 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,765 | $47,126+12.0% | $149,673-64.7% | $74,419-29.1% |
| Participation rate | 92.4% | 63.4%+29.0pp | 78.8%+13.6pp | 70.7%+21.7pp |
| Annual return | 16.43% | 22.75%-6.3pp | 134.42%-118.0pp | 34.38%-18.0pp |
| Employer contribution / active EE | $2,335 | $1,905+22.5% | $4,818-51.5% | $2,637-11.5% |
| Participant deferral / active EE | $4,176 | $2,728+53.1% | $5,680-26.5% | $4,528-7.8% |
| Admin fee / account holder | $115 | $343-66.4% | $13,210-99.1% | $348-66.9% |