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 JONES3 years Service code 27 12555 MANCHESTER RD · SAINT LOUIS, MO 63131 | Advisory (Plan) | $21,741 |
MASTER BENEFIT GROUP, INC.3 years Filed as: MASTER BENEFIT GROUP Service code 13 ATTN TRUST ACCOUNTING DEPT. · SAINT LOUIS, MO 631236966 | Contract Administrator | $10,667 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVANON, CA 92618 | Recordkeeping Fees | $1,063 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,699 | $50,199-32.9% | $70,092-51.9% | $66,914-49.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 70.5%+29.5pp | 69.8%+30.2pp |
| Annual return | -17.82% | -13.85%-4.0pp | 190.73%-208.5pp | 1.58%-19.4pp |
| Employer contribution / active EE | $6,198 | $1,864+232.5% | $2,559+142.2% | $2,544+143.6% |
| Participant deferral / active EE | $4,083 | $3,112+31.2% | $3,849+6.1% | $4,237-3.6% |
| Admin fee / account holder | $131 | $600-78.1% | $6,267-97.9% | $593-77.9% |