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 JONES2 years Service code 27 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Advisory (Plan) | $24,084 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RET PLAN SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,323 | $98,750+20.8% | $149,696-20.3% | $79,858+49.4% |
| Participation rate | 51.2% | 75.8%-24.6pp | 82.5%-31.3pp | 69.6%-18.5pp |
| Annual return | 16.31% | 27.43%-11.1pp | 276.60%-260.3pp | 31.71%-15.4pp |
| Employer contribution / active EE | $1,599 | $3,216-50.3% | $4,644-65.6% | $2,471-35.3% |
| Participant deferral / active EE | $10,440 | $5,680+83.8% | $6,842+52.6% | $3,740+179.1% |
| Admin fee / account holder | $274 | $6,053-95.5% | $9,309-97.1% | $5,306-94.8% |