See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES2 years Service code 27 | Advisory (Plan) | $17,332 |
AMERICAN FUNDS1 year Filed as: CAPITAL BANK AND TRUST COMPANY Service code 15 | Recordkeeping | $1,258 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,695 | $73,638-63.7% | $95,952-72.2% | $73,488-63.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 21.96% | 16.78%+5.2pp | 91.61%-69.6pp | 28.51%-6.5pp |
| Employer contribution / active EE | $105 | $1,863-94.3% | $2,541-95.9% | $2,270-95.4% |
| Participant deferral / active EE | $2,251 | $3,617-37.8% | $4,167-46.0% | $3,740-39.8% |
| Admin fee / account holder | $111 | $482-77.0% | $6,795-98.4% | $513-78.4% |