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 JONES5 years Service code 27 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Advisory (Plan) | $22,690 |
AMERICAN FUNDS6+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $528 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,439 | $79,519-73.0% | $95,952-77.7% | $73,409-70.8% |
| Participation rate | 95.4% | 81.2%+14.3pp | 77.1%+18.4pp | 72.2%+23.3pp |
| Annual return | 20.01% | 19.20%+0.8pp | 91.61%-71.6pp | 59.29%-39.3pp |
| Employer contribution / active EE | $1,977 | $2,048-3.4% | $2,541-22.2% | $2,234-11.5% |
| Participant deferral / active EE | $1,961 | $4,138-52.6% | $4,167-52.9% | $3,805-48.5% |
| Admin fee / account holder | $58 | $184-68.3% | $6,795-99.1% | $158-63.1% |