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 JONES8 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $19,887 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,825 |
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 | $63,828 | $80,724-20.9% | $103,333-38.2% | $74,495-14.3% |
| Participation rate | 58.0% | 65.7%-7.7pp | 74.5%-16.5pp | 67.2%-9.2pp |
| Annual return | 28.31% | 27.56%+0.7pp | 24.88%+3.4pp | 1364.94%-1336.6pp |
| Employer contribution / active EE | $1,809 | $3,157-42.7% | $3,868-53.2% | $2,623-31.0% |
| Participant deferral / active EE | $3,262 | $3,860-15.5% | $5,057-35.5% | $4,346-24.9% |
| Admin fee / account holder | $169 | $2,368-92.8% | $8,355-98.0% | $1,942-91.3% |