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 JONES4 years Service code 27 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Advisory (Plan) | $30,131 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RET PLAN SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,989 | $84,487+25.5% | $125,339-15.4% | $66,914+58.4% |
| Participation rate | 48.6% | 76.4%-27.8pp | 82.4%-33.8pp | 69.8%-21.2pp |
| Annual return | -16.53% | -8.39%-8.1pp | 572.05%-588.6pp | 1.58%-18.1pp |
| Employer contribution / active EE | $1,487 | $3,553-58.1% | $4,814-69.1% | $2,544-41.6% |
| Participant deferral / active EE | $10,751 | $6,781+58.5% | $7,446+44.4% | $4,237+153.8% |
| Admin fee / account holder | $362 | $685-47.2% | $10,010-96.4% | $593-39.0% |