See peer percentile detail with Solo.
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.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES5 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $24,909 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $4,325 |
Filed as: DYATECH LLC Service code 13 1026 BAPTIST CIR STE 300 · MADISON, MS 39110 | Contract Administrator | $2,112 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,243 | $124,732-51.7% | $180,183-66.6% | $85,563-29.6% |
| Participation rate | 44.5% | 83.2%-38.7pp | 77.4%-33.0pp | 66.0%-21.5pp |
| Annual return | 22.58% | 17.73%+4.9pp | 27.86%-5.3pp | 31.51%-8.9pp |
| Employer contribution / active EE | $2,023 | $5,370-62.3% | $5,039-59.9% | $2,654-23.8% |
| Participant deferral / active EE | $3,054 | $7,763-60.7% | $6,822-55.2% | $4,375-30.2% |
| Admin fee / account holder | $76 | $294-74.1% | $19,975-99.6% | $834-90.9% |