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 |
|---|---|---|
EDWARD JONES3 years Filed as: EDWARD JONES & CO Service code 26 · EIN 43-0345811 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $12,056 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,435 |
Service code 13 · EIN 90-0451904 6500 SW MACADAM AVE · PORTLAND, OR 97239 | Contract Administrator | $900 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EASAT ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $22,056 | $51,197-56.9% | $82,719-73.3% | $66,914-67.0% |
| Participation rate | 33.7% | 67.8%-34.1pp | 72.6%-38.9pp | 69.8%-36.1pp |
| Annual return | -14.35% | -9.64%-4.7pp | 701.18%-715.5pp | 1.58%-15.9pp |
| Employer contribution / active EE | $719 | $2,611-72.4% | $3,009-76.1% | $2,544-71.7% |
| Participant deferral / active EE | $998 | $3,458-71.1% | $4,395-77.3% | $4,237-76.5% |
| Admin fee / account holder | $118 | $416-71.7% | $5,329-97.8% | $593-80.1% |