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 JONES2 years Service code 27 · EIN 43-0345811 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Advisory (Plan) | $34,695 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $963 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,696 | $56,443+128.0% | $83,848+53.5% | $55,725+130.9% |
| Participation rate | 43.6% | 72.0%-28.4pp | 76.1%-32.5pp | 70.9%-27.3pp |
| Annual return | -2.53% | 393.67%-396.2pp | 850.88%-853.4pp | 244.93%-247.5pp |
| Employer contribution / active EE | $0 | $2,682-100.0% | $3,631-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $3,050 | $2,965+2.9% | $4,082-25.3% | $3,356-9.1% |
| Admin fee / account holder | $11 | $156-93.0% | $5,478-99.8% | $115-90.5% |