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 9-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 RD. · ST LOUIS, MO 63131 | Advisory (Plan) | $26,796 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $844 |
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 | $63,219 | $66,302-4.7% | $110,238-42.7% | $56,287+12.3% |
| Participation rate | 91.3% | 74.9%+16.4pp | 79.8%+11.5pp | 69.9%+21.4pp |
| Annual return | 9.99% | -1.18%+11.2pp | 314.74%-304.7pp | -9.96%+20.0pp |
| Employer contribution / active EE | $1,248 | $2,047-39.0% | $3,826-67.4% | $2,111-40.9% |
| Participant deferral / active EE | $4,286 | $3,381+26.7% | $4,672-8.3% | $3,350+27.9% |
| Admin fee / account holder | $206 | $698-70.5% | $8,547-97.6% | $521-60.4% |