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 JONES9 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $21,083 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,338 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,126 | $86,944-13.6% | $107,525-30.1% | $74,304+1.1% |
| Participation rate | 61.7% | 59.6%+2.1pp | 75.1%-13.4pp | 60.3%+1.3pp |
| Annual return | 15.80% | 23.52%-7.7pp | 181.32%-165.5pp | 29.43%-13.6pp |
| Employer contribution / active EE | $1,842 | $2,757-33.2% | $3,754-50.9% | $2,241-17.8% |
| Participant deferral / active EE | $3,373 | $3,554-5.1% | $5,116-34.1% | $3,767-10.5% |
| Admin fee / account holder | $166 | $3,727-95.5% | $8,919-98.1% | $2,969-94.4% |