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 |
|---|---|---|
EDWARD JONES6 years Service code 27 12555 MANCHESTER RD · SAINT LOUIS, MO 63131 | Advisory (Plan) | $44,306 |
NOVA 401(K) ASSOCIATES7 years Service code 13 10777 NORTHWEST FWY · HOUSTON, TX 77092 | Contract Administrator | $24,728 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,670 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,377 | $65,561+5.8% | $91,541-24.2% | $74,304-6.6% |
| Participation rate | 98.7% | 56.6%+42.1pp | 69.8%+29.0pp | 60.3%+38.4pp |
| Annual return | 16.54% | 17.68%-1.1pp | 20.50%-4.0pp | 29.43%-12.9pp |
| Employer contribution / active EE | $5,012 | $1,717+191.9% | $2,505+100.1% | $2,241+123.6% |
| Participant deferral / active EE | $3,980 | $2,918+36.4% | $4,008-0.7% | $3,767+5.6% |
| Admin fee / account holder | $253 | $3,333-92.4% | $6,956-96.4% | $2,969-91.5% |