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 MANACHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $15,107 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,696 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,873 | $46,173+27.5% | $170,442-65.5% | $69,631-15.4% |
| Participation rate | 48.4% | 63.9%-15.5pp | 83.6%-35.2pp | 70.7%-22.3pp |
| Annual return | 22.27% | 21.62%+0.7pp | 205.93%-183.7pp | 27571.02%-27548.7pp |
| Employer contribution / active EE | $686 | $1,610-57.4% | $5,433-87.4% | $2,032-66.3% |
| Participant deferral / active EE | $2,276 | $2,080+9.4% | $4,939-53.9% | $3,224-29.4% |
| Admin fee / account holder | $103 | $116-11.1% | $13,880-99.3% | $110-6.7% |