See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & CO LP Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $29,322 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,275 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $109 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,605 | $63,442-69.1% | $68,791-71.5% | $66,914-70.7% |
| Participation rate | 99.3% | 60.0%+39.4pp | 69.0%+30.3pp | 69.8%+29.5pp |
| Annual return | -16.25% | -8.29%-8.0pp | -6.38%-9.9pp | 1.58%-17.8pp |
| Employer contribution / active EE | $2,633 | $1,775+48.4% | $2,655-0.8% | $2,544+3.5% |
| Participant deferral / active EE | $3,699 | $2,945+25.6% | $3,941-6.1% | $4,237-12.7% |
| Admin fee / account holder | $132 | $577-77.2% | $4,932-97.3% | $593-77.8% |