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 JONES7 years Service code 27 | Advisory (Plan) | $27,016 |
ADP BROKER-DEALER7 years Filed as: PENSION CONSULTANTS CO., INC. Service code 49 · EIN 39-1894140 | Other Services | $2,340 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVC Service code 28 · EIN 34-6903863 | Investment Management | $975 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,751 | $66,098-44.4% | $101,794-63.9% | $74,304-50.5% |
| Participation rate | 57.8% | 53.8%+4.1pp | 69.2%-11.3pp | 60.3%-2.5pp |
| Annual return | 21.29% | 19.59%+1.7pp | 30.53%-9.2pp | 29.43%-8.1pp |
| Employer contribution / active EE | $985 | $1,082-9.0% | $2,289-57.0% | $2,241-56.1% |
| Participant deferral / active EE | $2,013 | $2,781-27.6% | $4,084-50.7% | $3,767-46.6% |
| Admin fee / account holder | $160 | $4,146-96.1% | $8,777-98.2% | $2,969-94.6% |