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) | $53,471 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $51,553 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INC DBA MORNINGSTAR ASS Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $6,711 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,074 |
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 | $53,639 | $50,815+5.6% | $155,509-65.5% | $77,643-30.9% |
| Participation rate | 94.5% | 63.1%+31.4pp | 78.2%+16.3pp | 70.6%+23.9pp |
| Annual return | 14.50% | 34.80%-20.3pp | 64.67%-50.2pp | 31.24%-16.7pp |
| Employer contribution / active EE | $2,546 | $1,993+27.8% | $4,672-45.5% | $2,726-6.6% |
| Participant deferral / active EE | $4,627 | $2,822+64.0% | $5,626-17.8% | $4,647-0.4% |
| Admin fee / account holder | $167 | $437-61.7% | $15,912-98.9% | $430-61.1% |