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 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Advisory (Plan) | $22,828 |
Service code 13 · EIN 31-1585572 2176 HEWITT AVENUE, SUITE A · KETTERING, OH 45440 | Contract Administrator | $11,425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $49,046 | $42,353+15.8% | $79,550-38.3% | $64,808-24.3% |
| Participation rate | 36.8% | 64.8%-28.0pp | 69.5%-32.7pp | 71.5%-34.7pp |
| Annual return | -16.55% | -12.24%-4.3pp | 0.16%-16.7pp | 32.82%-49.4pp |
| Employer contribution / active EE | $412 | $1,181-65.1% | $2,413-82.9% | $2,506-83.5% |
| Participant deferral / active EE | $2,440 | $3,170-23.0% | $3,985-38.8% | $4,310-43.4% |
| Admin fee / account holder | $257 | $160+61.0% | $6,832-96.2% | $188+36.8% |