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 JONES4 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $24,040 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,609 |
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 | $71,338 | $70,908+0.6% | $98,907-27.9% | $73,488-2.9% |
| Participation rate | 75.2% | 73.8%+1.4pp | 76.0%-0.9pp | 70.7%+4.5pp |
| Annual return | 23.40% | 34.17%-10.8pp | 196.43%-173.0pp | 28.51%-5.1pp |
| Employer contribution / active EE | $937 | $2,036-54.0% | $2,689-65.2% | $2,270-58.7% |
| Participant deferral / active EE | $4,151 | $3,500+18.6% | $4,244-2.2% | $3,740+11.0% |
| Admin fee / account holder | $213 | $535-60.2% | $6,642-96.8% | $513-58.5% |