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 JONES1 year Service code 27 12555 MANCHESTER ROAD · ST LOUIS, MO 63131 | Advisory (Plan) | $5,938 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $900 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,588 | $51,466-44.5% | $78,778-63.7% | $62,292-54.1% |
| Participation rate | 88.3% | 59.8%+28.5pp | 69.2%+19.1pp | 69.5%+18.8pp |
| Annual return | 19.60% | 19.96%-0.4pp | 35.62%-16.0pp | 28.90%-9.3pp |
| Employer contribution / active EE | $682 | $827-17.6% | $1,986-65.7% | $2,042-66.6% |
| Participant deferral / active EE | $3,336 | $2,147+55.3% | $2,958+12.8% | $3,169+5.3% |
| Admin fee / account holder | $15 | $489-97.0% | $5,134-99.7% | $479-97.0% |