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 9-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 JONES2 years Service code 17 1524 E. PRIMROSE · SPRINGFIELD, MO 65804 | Pension Consulting | $17,026 |
ADVANCED PLAN DESIGNS, LLC2 years Service code 10 · EIN 45-1665651 620 W. REPUBLIC RD. · SPRINGFIELD, MO 65807 | Accounting | $12,943 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 15 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $4,754 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,650 | $66,528-79.5% | $86,874-84.3% | $86,799-84.3% |
| Participation rate | 58.8% | 72.4%-13.5pp | 71.6%-12.8pp | 72.3%-13.4pp |
| Annual return | 14.27% | 19.56%-5.3pp | 63.52%-49.3pp | 97.91%-83.6pp |
| Employer contribution / active EE | $1,225 | $2,007-39.0% | $2,495-50.9% | $2,405-49.1% |
| Participant deferral / active EE | $1,768 | $3,240-45.4% | $3,699-52.2% | $4,131-57.2% |
| Admin fee / account holder | $82 | $148-44.5% | $5,828-98.6% | $170-51.6% |