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 JONES3 years Filed as: EDWARD JONES & CO LP Service code 27 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Advisory (Plan) | $16,761 |
Service code 13 · EIN 56-2263714 | Contract Administrator | $7,752 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,147 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,195 | $45,031+31.5% | $84,966-30.3% | $77,643-23.8% |
| Participation rate | 20.3% | 48.7%-28.3pp | 67.5%-47.2pp | 70.6%-50.2pp |
| Annual return | 17.31% | 79.22%-61.9pp | 66.38%-49.1pp | 31.24%-13.9pp |
| Employer contribution / active EE | $265 | $1,609-83.5% | $2,727-90.3% | $2,726-90.3% |
| Participant deferral / active EE | $876 | $2,807-68.8% | $4,519-80.6% | $4,647-81.1% |
| Admin fee / account holder | $113 | $912-87.6% | $6,149-98.2% | $430-73.8% |