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 JONES4 years Service code 27 12555 MANCHESTER ROAD · ST LOUIS, MN 63131 | Advisory (Plan) | $55,011 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,138 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $276,366 | $81,474+239.2% | $133,956+106.3% | $73,488+276.1% |
| Participation rate | 92.4% | 76.4%+16.0pp | 79.8%+12.5pp | 70.7%+21.7pp |
| Annual return | 15.95% | 19.40%-3.5pp | 45.09%-29.1pp | 28.51%-12.6pp |
| Employer contribution / active EE | $3,356 | $2,209+51.9% | $3,919-14.3% | $2,270+47.9% |
| Participant deferral / active EE | $5,986 | $3,786+58.1% | $5,048+18.6% | $3,740+60.1% |
| Admin fee / account holder | $383 | $713-46.4% | $8,927-95.7% | $513-25.4% |