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 3-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 | Advisory (Plan) | $3,070 |
Service code 13 | Contract Administrator | $2,400 |
Filed as: CEPITAL GROUP RETIREMENT PLAN SERVI Service code 64 | Recordkeeping Fees | $1,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,708 | $86,929-93.4% | $102,423-94.4% | $80,856-92.9% |
| Participation rate | 96.7% | 72.4%+24.3pp | 76.5%+20.2pp | 67.6%+29.1pp |
| Annual return | 25.29% | 18.88%+6.4pp | 29.32%-4.0pp | 35.59%-10.3pp |
| Employer contribution / active EE | $2,329 | $2,369-1.7% | $3,023-23.0% | $2,755-15.5% |
| Participant deferral / active EE | $2,653 | $4,118-35.6% | $5,053-47.5% | $4,296-38.2% |
| Admin fee / account holder | $25 | $8,049-99.7% | $9,451-99.7% | $6,918-99.6% |