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 |
|---|---|---|
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $78,965 |
EDWARD JONES6 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $46,278 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,802 | $122,259-78.1% | $147,005-81.8% | $199,768-86.6% |
| Participation rate | 52.4% | 78.3%-25.9pp | 82.2%-29.7pp | 72.0%-19.6pp |
| Annual return | 14.98% | 30.58%-15.6pp | 418.76%-403.8pp | 34.26%-19.3pp |
| Employer contribution / active EE | $1,167 | $4,097-71.5% | $4,934-76.3% | $3,037-61.6% |
| Participant deferral / active EE | $1,948 | $8,504-77.1% | $8,070-75.9% | $5,090-61.7% |
| Admin fee / account holder | $145 | $179-18.8% | $13,006-98.9% | $269-46.0% |