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 RD · ST. LOUIS, MO 63131 | Advisory (Plan) | $30,571 |
LEE CPA AUDIT GROUP1 year Service code 10 5056 SUNRISE BLVD STE B1 · FAIR OAKS, CA 95628 | Accounting | $9,000 |
Filed as: HUNNEX AND SHOEMAKER, INC Service code 13 PO BOX 24629 · SEATTLE, WA 98124 | Contract Administrator | $2,466 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,476 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,479 | $25,014+353.7% | $69,647+62.9% | $80,856+40.3% |
| Participation rate | 100.0% | 64.2%+35.8pp | 66.5%+33.5pp | 67.6%+32.4pp |
| Annual return | 13.22% | 19.07%-5.9pp | 100.48%-87.3pp | 35.59%-22.4pp |
| Employer contribution / active EE | $15,338 | $993+1444.6% | $1,712+795.7% | $2,755+456.8% |
| Participant deferral / active EE | $2,894 | $1,839+57.4% | $2,886+0.3% | $4,296-32.6% |
| Admin fee / account holder | $435 | $2,488-82.5% | $4,713-90.8% | $6,918-93.7% |