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 27 12555 MANCHESTER ROAD · ST LOUIS, MO 63131 | Advisory (Plan) | $13,002 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $450 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,537 | $76,000-73.0% | $154,107-86.7% | $64,186-68.0% |
| Participation rate | 81.1% | 70.4%+10.7pp | 83.0%-1.9pp | 69.6%+11.5pp |
| Annual return | -4.68% | 30.32%-35.0pp | 735.12%-739.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $324 | $3,351-90.3% | $5,298-93.9% | $2,381-86.4% |
| Participant deferral / active EE | $898 | $3,175-71.7% | $5,081-82.3% | $3,470-74.1% |
| Admin fee / account holder | $116 | $5,596-97.9% | $13,411-99.1% | $4,888-97.6% |