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 JONES7 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $13,288 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,967 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $27,959 | $65,561-57.4% | $86,188-67.6% | $75,163-62.8% |
| Participation rate | 93.3% | 60.5%+32.8pp | 69.0%+24.3pp | 67.2%+26.1pp |
| Annual return | 15.67% | 46.05%-30.4pp | 1168.45%-1152.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $787 | $1,553-49.3% | $2,380-67.0% | $2,670-70.5% |
| Participant deferral / active EE | $1,819 | $3,024-39.9% | $3,985-54.4% | $4,125-55.9% |
| Admin fee / account holder | $155 | $5,474-97.2% | $6,852-97.7% | $5,651-97.2% |