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 55 400 N JEFFERSON STREET · PRINCETON, KY 42445 | Other Commissions | $16,726 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 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 | $28,359 | $46,732-39.3% | $156,549-81.9% | $55,167-48.6% |
| Participation rate | 41.9% | 65.8%-23.9pp | 84.0%-42.1pp | 69.0%-27.1pp |
| Annual return | 1.95% | 17.72%-15.8pp | 32.23%-30.3pp | 169.23%-167.3pp |
| Employer contribution / active EE | $488 | $2,105-76.8% | $5,501-91.1% | $1,963-75.1% |
| Participant deferral / active EE | $794 | $2,204-64.0% | $4,871-83.7% | $3,054-74.0% |
| Admin fee / account holder | $0 | $418-100.0% | $13,027-100.0% | $504-100.0% |