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 JONES4 years Service code 27 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Advisory (Plan) | $49,121 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $4,662 |
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 | $89,938 | $79,519+13.1% | $95,952-6.3% | $73,409+22.5% |
| Participation rate | 91.5% | 81.2%+10.3pp | 77.1%+14.4pp | 72.2%+19.3pp |
| Annual return | 16.61% | 19.20%-2.6pp | 91.61%-75.0pp | 59.29%-42.7pp |
| Employer contribution / active EE | $1,548 | $2,048-24.4% | $2,541-39.1% | $2,234-30.7% |
| Participant deferral / active EE | $3,423 | $4,138-17.3% | $4,167-17.9% | $3,805-10.0% |
| Admin fee / account holder | $170 | $184-7.7% | $6,795-97.5% | $158+7.8% |