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 17 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Pension Consulting | $10,465 |
GRAY HUNTER STENN LLP1 year Service code 10 1200 HARGER RD STE 521 · OAK BROOK, IL 60523 | Accounting | $6,300 |
Service code 12 · EIN 84-1477138 | Claims processing; Sub-transfer agenc... | $140 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 12 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Custodial (other than securities); In... | $50 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $33,991 | $40,174-15.4% | $84,015-59.5% | $67,579-49.7% |
| Participation rate | 31.0% | 62.7%-31.7pp | 69.0%-38.0pp | 71.3%-40.3pp |
| Annual return | 27.71% | 25.82%+1.9pp | 71.31%-43.6pp | 378.56%-350.8pp |
| Employer contribution / active EE | $283 | $808-65.0% | $1,983-85.8% | $2,148-86.8% |
| Participant deferral / active EE | $718 | $2,301-68.8% | $3,239-77.8% | $3,539-79.7% |
| Admin fee / account holder | $158 | $128+23.5% | $6,101-97.4% | $142+11.4% |