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 JONES4 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $33,294 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,155 |
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 | $50,314 | $47,126+6.8% | $149,673-66.4% | $74,419-32.4% |
| Participation rate | 31.0% | 63.4%-32.4pp | 78.8%-47.8pp | 70.7%-39.7pp |
| Annual return | 17.85% | 22.75%-4.9pp | 134.42%-116.6pp | 34.38%-16.5pp |
| Employer contribution / active EE | $1,051 | $1,905-44.9% | $4,818-78.2% | $2,637-60.2% |
| Participant deferral / active EE | $1,728 | $2,728-36.7% | $5,680-69.6% | $4,528-61.8% |
| Admin fee / account holder | $91 | $343-73.5% | $13,210-99.3% | $348-73.9% |