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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Service code 26 1616 N 18TH ST, STE 140 · MT VERNON, WA 98273 | Advisory (Participants) | $12,272 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH MANAGEMENT Service code 15 · EIN 95-6817943 | Recordkeeping | $1,778 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,098 | $78,419-69.3% | $133,956-82.0% | $73,409-67.2% |
| Participation rate | 36.7% | 78.6%-41.9pp | 79.8%-43.2pp | 72.2%-35.5pp |
| Annual return | 25.00% | 33.35%-8.3pp | 45.09%-20.1pp | 59.29%-34.3pp |
| Employer contribution / active EE | $806 | $2,044-60.6% | $3,919-79.4% | $2,234-63.9% |
| Participant deferral / active EE | $1,426 | $3,925-63.7% | $5,048-71.7% | $3,805-62.5% |
| Admin fee / account holder | $99 | $161-38.7% | $8,927-98.9% | $158-37.3% |