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 JONES6 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $27,889 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,486 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,218 | $87,870+14.1% | $113,168-11.4% | $74,304+34.9% |
| Participation rate | 71.0% | 70.7%+0.3pp | 76.6%-5.5pp | 60.3%+10.7pp |
| Annual return | 13.02% | 26.44%-13.4pp | 24.27%-11.2pp | 29.43%-16.4pp |
| Employer contribution / active EE | $2,015 | $2,277-11.5% | $2,975-32.3% | $2,241-10.1% |
| Participant deferral / active EE | $4,805 | $4,241+13.3% | $5,107-5.9% | $3,767+27.5% |
| Admin fee / account holder | $262 | $3,368-92.2% | $12,068-97.8% | $2,969-91.2% |