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 9-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) | $13,800 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,645 | $49,915-18.6% | $154,803-73.7% | $74,304-45.3% |
| Participation rate | 66.7% | 54.0%+12.7pp | 78.1%-11.4pp | 60.3%+6.3pp |
| Annual return | 21.99% | 34.06%-12.1pp | 58.88%-36.9pp | 29.43%-7.4pp |
| Employer contribution / active EE | $2,216 | $1,611+37.6% | $4,305-48.5% | $2,241-1.1% |
| Participant deferral / active EE | $3,813 | $2,255+69.1% | $5,540-31.2% | $3,767+1.2% |
| Admin fee / account holder | $133 | $2,189-93.9% | $14,329-99.1% | $2,969-95.5% |