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, MO 63131 | Advisory (Plan) | $13,589 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $7,672 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,237 | $56,767-46.7% | $101,794-70.3% | $85,563-64.7% |
| Participation rate | 49.2% | 57.6%-8.4pp | 69.2%-20.0pp | 66.0%-16.8pp |
| Annual return | 112.21% | 17.76%+94.5pp | 30.53%+81.7pp | 31.51%+80.7pp |
| Employer contribution / active EE | $1,178 | $1,112+5.9% | $2,289-48.6% | $2,654-55.6% |
| Participant deferral / active EE | $1,664 | $2,720-38.8% | $4,084-59.3% | $4,375-62.0% |
| Admin fee / account holder | $86 | $1,098-92.1% | $8,777-99.0% | $834-89.6% |