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 JONES2 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $12,479 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,581 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,640 | $61,156-64.6% | $185,823-88.4% | $79,386-72.7% |
| Participation rate | 98.6% | 66.6%+32.0pp | 81.7%+16.9pp | 70.7%+27.9pp |
| Annual return | 13.01% | 19.45%-6.4pp | 122.05%-109.0pp | 116.85%-103.8pp |
| Employer contribution / active EE | $1,643 | $2,321-29.2% | $5,167-68.2% | $2,427-32.3% |
| Participant deferral / active EE | $2,609 | $2,789-6.5% | $5,568-53.1% | $4,046-35.5% |
| Admin fee / account holder | $68 | $710-90.5% | $16,237-99.6% | $626-89.2% |