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 9-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 Filed as: EDWARD JONES - JESSIE O'BRIEN Service code 26 · EIN 43-1591643 | Advisory (Participants) | $18,147 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 15 · EIN 95-6817943 | Recordkeeping | $2,210 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,077 | $74,706-43.7% | $75,696-44.4% | $79,386-47.0% |
| Participation rate | 66.7% | 75.3%-8.7pp | 74.8%-8.2pp | 70.7%-4.0pp |
| Annual return | 15.56% | 18.52%-3.0pp | 104.53%-89.0pp | 116.85%-101.3pp |
| Employer contribution / active EE | $713 | $2,590-72.5% | $2,743-74.0% | $2,427-70.6% |
| Participant deferral / active EE | $3,335 | $3,533-5.6% | $3,821-12.7% | $4,046-17.6% |
| Admin fee / account holder | $202 | $374-46.2% | $3,619-94.4% | $626-67.8% |