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 JONES6 years Service code 27 · EIN 82-4555287 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $31,148 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $9,608 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,495 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,925 | $65,435-25.2% | $86,677-43.6% | $66,914-26.9% |
| Participation rate | 93.5% | 75.5%+18.1pp | 76.6%+16.9pp | 69.8%+23.7pp |
| Annual return | -17.41% | -10.89%-6.5pp | 35.91%-53.3pp | 1.58%-19.0pp |
| Employer contribution / active EE | $2,034 | $2,153-5.6% | $2,836-28.3% | $2,544-20.1% |
| Participant deferral / active EE | $3,481 | $4,100-15.1% | $4,656-25.2% | $4,237-17.8% |
| Admin fee / account holder | $271 | $642-57.7% | $7,493-96.4% | $593-54.2% |