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 JONES3 years Service code 27 12555 MANCHESTER ROAD · ST LOUIS, MO 63131 | Advisory (Plan) | $61,333 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,312 |
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 | $243,304 | $86,332+181.8% | $125,175+94.4% | $65,185+273.3% |
| Participation rate | 93.8% | 75.3%+18.5pp | 79.8%+14.0pp | 70.2%+23.6pp |
| Annual return | 21.25% | 27.43%-6.2pp | 43.79%-22.5pp | 29.38%-8.1pp |
| Employer contribution / active EE | $2,927 | $2,040+43.5% | $3,865-24.3% | $2,177+34.5% |
| Participant deferral / active EE | $6,068 | $3,537+71.6% | $4,937+22.9% | $3,514+72.7% |
| Admin fee / account holder | $280 | $609-54.1% | $9,702-97.1% | $847-67.0% |