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 5-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) | $47,290 |
Filed as: DYATECH LLC Service code 13 381 HIGHLAND COLONY PKWY · RIDGELAND, MS 39157 | Contract Administrator | $7,893 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $5,123 |
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 | $55,384 | $55,416-0.1% | $75,972-27.1% | $77,643-28.7% |
| Participation rate | 73.4% | 63.6%+9.8pp | 69.1%+4.3pp | 70.6%+2.8pp |
| Annual return | 21.57% | 17.07%+4.5pp | 359.55%-338.0pp | 31.24%-9.7pp |
| Employer contribution / active EE | $3,094 | $1,788+73.1% | $2,685+15.2% | $2,726+13.5% |
| Participant deferral / active EE | $6,902 | $3,447+100.2% | $4,255+62.2% | $4,647+48.5% |
| Admin fee / account holder | $149 | $414-64.1% | $6,467-97.7% | $430-65.5% |