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 COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,228 |
Filed as: EDWARD D JONES & CO LP Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $10,803 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INC MORNINGSTAR ASSOCIA Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $579 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,934 | $59,159-37.6% | $159,960-76.9% | $66,914-44.8% |
| Participation rate | 78.2% | 68.1%+10.1pp | 78.0%+0.3pp | 69.8%+8.4pp |
| Annual return | -15.78% | -12.26%-3.5pp | 408.60%-424.4pp | 1.58%-17.4pp |
| Employer contribution / active EE | $1,199 | $1,983-39.6% | $4,226-71.6% | $2,544-52.9% |
| Participant deferral / active EE | $3,254 | $4,395-26.0% | $6,182-47.4% | $4,237-23.2% |
| Admin fee / account holder | $277 | $591-53.0% | $8,698-96.8% | $593-53.2% |