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: EDWARD D JONES & CO LP Service code 27 12555 MANCHESTER ROAD · ST. LOUIS, MO 80111 | Advisory (Plan) | $12,632 |
PBMARES, LLP1 year Service code 13 701 TOWN CENTER DRIVE, SUITE 900 · NEWPORT NEWS, VA 23606 | Contract Administrator | $595 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $90 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,303 | $65,061-82.6% | $143,757-92.1% | $66,914-83.1% |
| Participation rate | 85.6% | 65.2%+20.4pp | 80.3%+5.3pp | 69.8%+15.8pp |
| Annual return | -17.41% | -11.14%-6.3pp | -0.04%-17.4pp | 1.58%-19.0pp |
| Employer contribution / active EE | $2,963 | $2,361+25.5% | $4,951-40.2% | $2,544+16.4% |
| Participant deferral / active EE | $2,302 | $2,919-21.1% | $5,637-59.2% | $4,237-45.7% |
| Admin fee / account holder | $42 | $502-91.6% | $14,673-99.7% | $593-92.9% |