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 JONES4 years Service code 27 | Advisory (Plan) | $21,250 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVC Service code 28 · EIN 34-6903863 | Investment Management | $975 |
ADP BROKER-DEALER4 years Filed as: PENSION CONSULTANTS CO., INC. Service code 49 · EIN 39-1894140 | Other Services | $0 |
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 | $24,303 | $49,451-50.9% | $79,550-69.4% | $66,914-63.7% |
| Participation rate | 59.8% | 61.3%-1.5pp | 69.5%-9.7pp | 69.8%-10.0pp |
| Annual return | -18.30% | 84.25%-102.6pp | 0.16%-18.5pp | 1.58%-19.9pp |
| Employer contribution / active EE | $1,047 | $1,266-17.3% | $2,413-56.6% | $2,544-58.9% |
| Participant deferral / active EE | $1,947 | $3,159-38.4% | $3,985-51.1% | $4,237-54.0% |
| Admin fee / account holder | $165 | $595-72.3% | $6,832-97.6% | $593-72.2% |