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 4-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 JONES4+ years Service code 27 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Advisory (Plan) | $37,291 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN ADMINISTRATIVE Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $28,336 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $10,457 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,313 | $95,880-66.3% | $107,525-69.9% | $85,563-62.2% |
| Participation rate | 93.9% | 70.1%+23.7pp | 75.1%+18.8pp | 66.0%+27.9pp |
| Annual return | 15.47% | 68.06%-52.6pp | 181.32%-165.8pp | 31.51%-16.0pp |
| Employer contribution / active EE | $2,150 | $3,812-43.6% | $3,754-42.7% | $2,654-19.0% |
| Participant deferral / active EE | $5,324 | $4,201+26.7% | $5,116+4.1% | $4,375+21.7% |
| Admin fee / account holder | $149 | $1,025-85.5% | $8,919-98.3% | $834-82.2% |