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 JONES5 years Service code 27 · EIN 43-0345811 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Advisory (Plan) | $40,174 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,300 |
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 | $138,943 | $78,275+77.5% | $109,143+27.3% | $86,799+60.1% |
| Participation rate | 42.7% | 73.8%-31.1pp | 75.9%-33.2pp | 72.3%-29.6pp |
| Annual return | 16.15% | 19.14%-3.0pp | 25.75%-9.6pp | 97.91%-81.8pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,722-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $3,824 | $3,641+5.0% | $4,653-17.8% | $4,131-7.4% |
| Admin fee / account holder | $9 | $198-95.5% | $6,752-99.9% | $170-94.7% |