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, 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 | $50,820+12.6% | $155,567-63.2% | $77,671-26.4% |
| Participation rate | 90.5% | 63.1%+27.4pp | 78.2%+12.3pp | 70.6%+20.0pp |
| Annual return | 19.07% | 34.85%-15.8pp | 64.74%-45.7pp | 31.21%-12.1pp |
| Employer contribution / active EE | $3,068 | $1,993+54.0% | $4,674-34.4% | $2,726+12.5% |
| Participant deferral / active EE | $3,846 | $2,823+36.2% | $5,628-31.7% | $4,648-17.2% |
| Admin fee / account holder | $16 | $436-96.4% | $15,916-99.9% | $430-96.3% |