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) | $33,566 |
PBMARES, LLP3 years Service code 13 701 TOWN CENTER DRIVE, SUITE 900 · NEWPORT NEWS, VA 23606 | Contract Administrator | $14,309 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,445 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,440 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,612 | $55,415-66.4% | $155,509-88.0% | $74,495-75.0% |
| Participation rate | 85.0% | 61.9%+23.1pp | 78.2%+6.8pp | 67.2%+17.8pp |
| Annual return | 13.70% | 268.50%-254.8pp | 64.67%-51.0pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $2,735 | $2,267+20.6% | $4,672-41.5% | $2,623+4.3% |
| Participant deferral / active EE | $2,682 | $2,836-5.4% | $5,626-52.3% | $4,346-38.3% |
| Admin fee / account holder | $167 | $1,738-90.4% | $15,912-99.0% | $1,942-91.4% |