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 JONES8 years Service code 27 · EIN 43-0345811 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Advisory (Plan) | $40,828 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $8,941 |
ASCENSUS LLC1 year Filed as: PENSION ADMINISTRATORS Service code 13 18033 OAK STREET · OMAHA, NE 68130 | Contract Administrator | $1,256 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
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 | $112,375 | $82,917+35.5% | $103,333+8.8% | $77,643+44.7% |
| Participation rate | 36.8% | 71.6%-34.8pp | 74.5%-37.8pp | 70.6%-33.8pp |
| Annual return | 17.24% | 19.13%-1.9pp | 24.88%-7.6pp | 31.24%-14.0pp |
| Employer contribution / active EE | $0 | $3,552-100.0% | $3,868-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,643 | $4,108-11.3% | $5,057-28.0% | $4,647-21.6% |
| Admin fee / account holder | $279 | $638-56.3% | $8,355-96.7% | $430-35.2% |