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 JONES2 years Service code 25 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Directed Trustee | $74,428 |
AMERICAN FUNDS3 years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $9,834 |
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 | $56,237 | $35,485+58.5% | $74,550-24.6% | $55,725+0.9% |
| Participation rate | 87.2% | 62.5%+24.7pp | 69.1%+18.1pp | 70.9%+16.4pp |
| Annual return | -4.36% | 0.72%-5.1pp | 32.53%-36.9pp | 244.93%-249.3pp |
| Employer contribution / active EE | $1,284 | $777+65.2% | $1,961-34.5% | $2,078-38.2% |
| Participant deferral / active EE | $3,430 | $2,181+57.3% | $3,108+10.4% | $3,356+2.2% |
| Admin fee / account holder | $128 | $114+12.2% | $5,060-97.5% | $115+11.3% |