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 JONES3 years Service code 12 · EIN 43-0345811 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Float revenue; Claims processing; Sub... | $2,087 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $175 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,327 | $65,376-13.8% | $87,100-35.3% | $65,185-13.6% |
| Participation rate | 61.4% | 75.3%-13.9pp | 76.9%-15.4pp | 70.2%-8.8pp |
| Annual return | 28.03% | 31.27%-3.2pp | 28.19%-0.2pp | 29.38%-1.4pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,503 | $3,388-26.1% | $4,049-38.2% | $3,514-28.8% |
| Admin fee / account holder | $88 | $520-83.0% | $7,497-98.8% | $847-89.6% |