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) | $37,808 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,152 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,093 |
HUNNEX AND SHOEMAKER, INC.2 years Filed as: HUNNEX AND SHOEMAKER, INC Service code 13 PO BOX 24629 · SEATTLE, WA 98124 | Contract Administrator | $1,375 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,818 | $24,730+453.3% | $66,042+107.2% | $84,808+61.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 68.3%+31.7pp |
| Annual return | 7.74% | 79.55%-71.8pp | 52.11%-44.4pp | 40.90%-33.2pp |
| Employer contribution / active EE | $14,633 | $857+1608.1% | $1,579+826.6% | $2,631+456.2% |
| Participant deferral / active EE | $4,200 | $1,737+141.8% | $2,835+48.1% | $4,212-0.3% |
| Admin fee / account holder | $458 | $3,014-84.8% | $5,747-92.0% | $7,344-93.8% |