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 JONES8 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $37,432 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $18,957 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,430 | $50,820+20.9% | $155,567-60.5% | $77,671-20.9% |
| Participation rate | 65.0% | 63.1%+1.9pp | 78.2%-13.2pp | 70.6%-5.6pp |
| Annual return | 15.99% | 34.85%-18.9pp | 64.74%-48.7pp | 31.21%-15.2pp |
| Employer contribution / active EE | $992 | $1,993-50.2% | $4,674-78.8% | $2,726-63.6% |
| Participant deferral / active EE | $3,147 | $2,823+11.5% | $5,628-44.1% | $4,648-32.3% |
| Admin fee / account holder | $199 | $436-54.3% | $15,916-98.7% | $430-53.7% |