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 8-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) | $13,492 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,992 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,557 | $79,013-48.7% | $100,391-59.6% | $74,495-45.6% |
| Participation rate | 77.8% | 79.5%-1.7pp | 81.5%-3.7pp | 67.2%+10.6pp |
| Annual return | 19.67% | 20.41%-0.7pp | 49.20%-29.5pp | 1364.94%-1345.3pp |
| Employer contribution / active EE | $4,332 | $3,021+43.4% | $3,942+9.9% | $2,623+65.1% |
| Participant deferral / active EE | $7,524 | $7,760-3.0% | $8,082-6.9% | $4,346+73.1% |
| Admin fee / account holder | $132 | $1,320-90.0% | $7,899-98.3% | $1,942-93.2% |