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 JONES6 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $20,445 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,713 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,902 | $64,119-45.6% | $112,228-68.9% | $66,914-47.8% |
| Participation rate | 64.0% | 68.5%-4.4pp | 75.1%-11.0pp | 69.8%-5.8pp |
| Annual return | -23.30% | -13.81%-9.5pp | 27.45%-50.7pp | 1.58%-24.9pp |
| Employer contribution / active EE | $1,491 | $3,005-50.4% | $3,635-59.0% | $2,544-41.4% |
| Participant deferral / active EE | $2,505 | $3,693-32.2% | $4,728-47.0% | $4,237-40.9% |
| Admin fee / account holder | $158 | $625-74.7% | $6,410-97.5% | $593-73.3% |