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) | $23,220 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $42,264 | $77,660-45.6% | $109,143-61.3% | $79,386-46.8% |
| Participation rate | 64.0% | 67.8%-3.8pp | 75.9%-11.9pp | 70.7%-6.7pp |
| Annual return | 21.34% | 23.44%-2.1pp | 25.75%-4.4pp | 116.85%-95.5pp |
| Employer contribution / active EE | $1,463 | $2,797-47.7% | $3,722-60.7% | $2,427-39.8% |
| Participant deferral / active EE | $2,415 | $3,518-31.3% | $4,653-48.1% | $4,046-40.3% |
| Admin fee / account holder | $183 | $732-74.9% | $6,752-97.3% | $626-70.7% |