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 JONES1 year Service code 17 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Pension Consulting | $10,317 |
Service code 12 · EIN 84-1477138 | Direct payment from the plan; Partici... | $700 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 12 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Shareholder servicing fees; Trustee (... | $378 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,818 | $35,485-13.1% | $74,550-58.7% | $55,725-44.7% |
| Participation rate | 26.5% | 62.5%-36.0pp | 69.1%-42.7pp | 70.9%-44.4pp |
| Annual return | -5.06% | 0.72%-5.8pp | 32.53%-37.6pp | 244.93%-250.0pp |
| Employer contribution / active EE | $258 | $777-66.8% | $1,961-86.8% | $2,078-87.6% |
| Participant deferral / active EE | $658 | $2,181-69.8% | $3,108-78.8% | $3,356-80.4% |
| Admin fee / account holder | $132 | $114+15.9% | $5,060-97.4% | $115+15.0% |