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 JONES6 years Service code 27 · EIN 43-0345811 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Advisory (Plan) | $36,402 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $13,082 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $117,008 | $106,236+10.1% | $112,228+4.3% | $64,808+80.5% |
| Participation rate | 41.9% | 71.7%-29.8pp | 75.1%-33.2pp | 71.5%-29.6pp |
| Annual return | -16.18% | -6.02%-10.2pp | 27.45%-43.6pp | 32.82%-49.0pp |
| Employer contribution / active EE | $0 | $3,166-100.0% | $3,635-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $3,525 | $3,785-6.9% | $4,728-25.4% | $4,310-18.2% |
| Admin fee / account holder | $368 | $452-18.5% | $6,410-94.3% | $188+96.0% |