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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $21,207 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,076 |
EDWARD JONES1 year Filed as: EDWARD D JONES AND CO Service code 16 · EIN 43-0345811 | Consulting | $8,582 |
Filed as: EDWARD D JONES & CO LP Service code 27 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Advisory (Plan) | $5,356 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INC. MORNINGSTAR ASSO Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $606 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,335 | $628,301-91.8% | $169,368-69.7% | - |
| Participation rate | 73.7% | 65.7%+8.0pp | 77.1%-3.4pp | - |
| Annual return | 21.06% | 72.90%-51.8pp | 405.60%-384.5pp | - |
| Employer contribution / active EE | $1,242 | $2,392-48.1% | $4,013-69.0% | - |
| Participant deferral / active EE | $3,571 | $4,568-21.8% | $6,221-42.6% | - |
| Admin fee / account holder | $234 | $15,010-98.4% | $9,003-97.4% | - |