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 27 12555 MANCHESTER RD · ST. LOUIS, MA 63131 | Advisory (Plan) | $7,088 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $800 |
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).
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 | $25,028 | $47,977-47.8% | $154,107-83.8% | $56,287-55.5% |
| Participation rate | 69.0% | 66.2%+2.9pp | 83.0%-14.0pp | 69.9%-0.8pp |
| Annual return | 12.27% | 3.54%+8.7pp | 735.12%-722.8pp | -9.96%+22.2pp |
| Employer contribution / active EE | $854 | $2,169-60.6% | $5,298-83.9% | $2,111-59.6% |
| Participant deferral / active EE | $271 | $2,392-88.7% | $5,081-94.7% | $3,350-91.9% |
| Admin fee / account holder | $53 | $438-87.9% | $13,411-99.6% | $521-89.8% |