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 JONES1 year Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $18,611 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $3,050 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,804 | $76,000-27.9% | $154,107-64.4% | $64,186-14.6% |
| Participation rate | 91.3% | 70.4%+20.8pp | 83.0%+8.2pp | 69.6%+21.7pp |
| Annual return | 11.87% | 30.32%-18.5pp | 735.12%-723.3pp | 7.63%+4.2pp |
| Employer contribution / active EE | $814 | $3,351-75.7% | $5,298-84.6% | $2,381-65.8% |
| Participant deferral / active EE | $811 | $3,175-74.5% | $5,081-84.0% | $3,470-76.6% |
| Admin fee / account holder | $208 | $5,596-96.3% | $13,411-98.4% | $4,888-95.7% |