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) | $27,580 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,162 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $70,887 | $79,171-10.5% | $102,423-30.8% | $74,495-4.8% |
| Participation rate | 75.9% | 74.8%+1.1pp | 76.5%-0.6pp | 67.2%+8.7pp |
| Annual return | 12.88% | 54.93%-42.1pp | 29.32%-16.4pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $470 | $2,362-80.1% | $3,023-84.4% | $2,623-82.1% |
| Participant deferral / active EE | $2,856 | $4,415-35.3% | $5,053-43.5% | $4,346-34.3% |
| Admin fee / account holder | $263 | $2,001-86.9% | $9,451-97.2% | $1,942-86.5% |