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 JONES3 years Service code 27 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Advisory (Plan) | $45,875 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $6,499 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $86,431 | $73,404+17.7% | $87,100-0.8% | $67,579+27.9% |
| Participation rate | 94.4% | 80.9%+13.5pp | 76.9%+17.5pp | 71.3%+23.1pp |
| Annual return | 23.09% | 48.29%-25.2pp | 28.19%-5.1pp | 378.56%-355.5pp |
| Employer contribution / active EE | $1,693 | $2,014-15.9% | $2,521-32.8% | $2,148-21.2% |
| Participant deferral / active EE | $3,308 | $3,913-15.5% | $4,049-18.3% | $3,539-6.5% |
| Admin fee / account holder | $172 | $142+21.7% | $7,497-97.7% | $142+21.1% |