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 JONES5 years Service code 17 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Pension Consulting | $15,599 |
GRAY HUNTER STENN LLP4 years Service code 10 1200 HARGER RD · OAK BROOK, IL 60523 | Accounting | $7,300 |
Service code 12 · EIN 84-1477138 | Claims processing; Recordkeeping and ... | $750 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 12 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Investment management; Trustee (indiv... | $421 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,488 | $42,901-26.6% | $91,220-65.5% | $64,808-51.4% |
| Participation rate | 29.7% | 68.1%-38.4pp | 73.2%-43.5pp | 71.5%-41.7pp |
| Annual return | -13.24% | -13.53%+0.3pp | 114.01%-127.2pp | 32.82%-46.1pp |
| Employer contribution / active EE | $378 | $1,571-75.9% | $2,850-86.7% | $2,506-84.9% |
| Participant deferral / active EE | $988 | $3,501-71.8% | $4,234-76.7% | $4,310-77.1% |
| Admin fee / account holder | $191 | $131+45.7% | $5,420-96.5% | $188+1.7% |