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) | $27,056 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,035 |
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 | $118,861 | $73,638+61.4% | $95,952+23.9% | $73,488+61.7% |
| Participation rate | 85.8% | 76.2%+9.7pp | 77.1%+8.8pp | 70.7%+15.2pp |
| Annual return | 17.93% | 16.78%+1.1pp | 91.61%-73.7pp | 28.51%-10.6pp |
| Employer contribution / active EE | $1,569 | $1,863-15.8% | $2,541-38.2% | $2,270-30.9% |
| Participant deferral / active EE | $2,773 | $3,617-23.3% | $4,167-33.5% | $3,740-25.8% |
| Admin fee / account holder | $251 | $482-47.9% | $6,795-96.3% | $513-51.0% |