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 JONES2 years Service code 27 | Advisory (Plan) | $19,661 |
ADP BROKER-DEALER2 years Filed as: PENSION CONSULTANTS CO., INC. Service code 49 · EIN 39-1894140 | Other Services | $3,540 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVC Service code 28 · EIN 34-6903863 | Investment Management | $1,475 |
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 | $26,894 | $54,573-50.7% | $90,951-70.4% | $73,488-63.4% |
| Participation rate | 68.0% | 61.2%+6.8pp | 69.0%-1.0pp | 70.7%-2.7pp |
| Annual return | 14.38% | 16.69%-2.3pp | 134.60%-120.2pp | 28.51%-14.1pp |
| Employer contribution / active EE | $926 | $991-6.6% | $2,122-56.4% | $2,270-59.2% |
| Participant deferral / active EE | $1,794 | $2,517-28.7% | $3,373-46.8% | $3,740-52.0% |
| Admin fee / account holder | $30 | $521-94.2% | $5,959-99.5% | $513-94.1% |