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 JONES6 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $30,346 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,725 |
ATLAS CPAS & ADVISORS PLLC4 years Service code 99 455 E PIKES PEAK AVE STE 305 · COLORADO SPRINGS, CO 80903 | Other Fees | $3,200 |
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 | $71,063 | $59,402+19.6% | $93,654-24.1% | $74,546-4.7% |
| Participation rate | 53.4% | 59.7%-6.3pp | 68.7%-15.4pp | 67.2%-13.8pp |
| Annual return | 19.06% | 81.86%-62.8pp | 133.34%-114.3pp | 1366.03%-1347.0pp |
| Employer contribution / active EE | $1,783 | $1,265+41.0% | $2,421-26.3% | $2,624-32.0% |
| Participant deferral / active EE | $3,465 | $3,049+13.7% | $4,413-21.5% | $4,347-20.3% |
| Admin fee / account holder | $255 | $3,023-91.6% | $8,282-96.9% | $1,944-86.9% |