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 8-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 |
|---|---|---|
EDWARD JONES2 years Filed as: EDWARD JONES & CO LP Service code 27 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Advisory (Plan) | $13,467 |
Service code 13 · EIN 56-2263714 | Contract Administrator | $5,670 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $688 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,687 | $40,385+35.4% | $80,569-32.1% | $74,419-26.5% |
| Participation rate | 24.3% | 47.4%-23.1pp | 67.0%-42.7pp | 70.7%-46.4pp |
| Annual return | 16.76% | 164.85%-148.1pp | 935.43%-918.7pp | 34.38%-17.6pp |
| Employer contribution / active EE | $269 | $1,496-82.0% | $2,723-90.1% | $2,637-89.8% |
| Participant deferral / active EE | $880 | $2,674-67.1% | $4,447-80.2% | $4,528-80.6% |
| Admin fee / account holder | $219 | $720-69.6% | $5,377-95.9% | $348-37.1% |