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 7-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 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $35,006 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIRMNT PLAN SERVICE Service code 64 6455 IRVINE CENTER DR · IRVINE, CA 92618 | Recordkeeping Fees | $1,170 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,343 | $63,442-47.4% | $68,791-51.5% | $66,914-50.2% |
| Participation rate | 67.9% | 60.0%+7.9pp | 69.0%-1.1pp | 69.8%-1.9pp |
| Annual return | -12.51% | -8.29%-4.2pp | -6.38%-6.1pp | 1.58%-14.1pp |
| Employer contribution / active EE | $912 | $1,775-48.6% | $2,655-65.6% | $2,544-64.1% |
| Participant deferral / active EE | $2,116 | $2,945-28.1% | $3,941-46.3% | $4,237-50.1% |
| Admin fee / account holder | $242 | $577-58.1% | $4,932-95.1% | $593-59.2% |