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 JONES2 years Service code 26 | Advisory (Participants) | $17,163 |
DEFINITI LLC2 years Filed as: DEFINITI, LLC Service code 10 · EIN 85-0833363 | Accounting | $4,750 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 15 · EIN 82-4555287 | Recordkeeping | $950 |
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 | $30,358 | $55,415-45.2% | $155,509-80.5% | $74,495-59.2% |
| Participation rate | 50.2% | 61.9%-11.7pp | 78.2%-28.0pp | 67.2%-17.0pp |
| Annual return | 13.54% | 268.50%-255.0pp | 64.67%-51.1pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $224 | $2,267-90.1% | $4,672-95.2% | $2,623-91.4% |
| Participant deferral / active EE | $2,875 | $2,836+1.4% | $5,626-48.9% | $4,346-33.8% |
| Admin fee / account holder | $127 | $1,738-92.7% | $15,912-99.2% | $1,942-93.5% |