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 8-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 26 | Advisory (Participants) | $16,081 |
Service code 14 · EIN 46-4786388 | Plan Administrator | $3,569 |
DEFINITI LLC1 year Filed as: DEFINITI, LLC Service code 10 · EIN 85-0833363 | Accounting | $2,076 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 15 · EIN 82-4555287 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $29,696 | $61,272-51.5% | $149,673-80.2% | $71,457-58.4% |
| Participation rate | 39.9% | 62.5%-22.6pp | 78.8%-38.8pp | 67.9%-28.0pp |
| Annual return | 20.30% | 35.85%-15.5pp | 134.42%-114.1pp | 28.85%-8.5pp |
| Employer contribution / active EE | $286 | $2,378-88.0% | $4,818-94.1% | $2,588-88.9% |
| Participant deferral / active EE | $2,756 | $2,917-5.5% | $5,680-51.5% | $4,289-35.7% |
| Admin fee / account holder | $112 | $1,261-91.1% | $13,210-99.2% | $1,587-92.9% |