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 JONES10+ years Service code 27 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Advisory (Plan) | $72,924 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV. Service code 50 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Direct Payment | $55,421 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS WEALTH ADVISORS LLC Service code 13 1201 WALNUT ST STE 1700 · KANSAS CITY, MO 64105 | Contract Administrator | $9,835 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,203 | $50,815+12.6% | $155,509-63.2% | $77,643-26.3% |
| Participation rate | 90.5% | 63.1%+27.4pp | 78.2%+12.3pp | 70.6%+20.0pp |
| Annual return | 19.07% | 34.80%-15.7pp | 64.67%-45.6pp | 31.24%-12.2pp |
| Employer contribution / active EE | $3,068 | $1,993+54.0% | $4,672-34.3% | $2,726+12.6% |
| Participant deferral / active EE | $3,846 | $2,822+36.3% | $5,626-31.6% | $4,647-17.2% |
| Admin fee / account holder | $16 | $437-96.4% | $15,912-99.9% | $430-96.3% |