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) | $15,495 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $4,478 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,939 | $61,272-56.0% | $149,673-82.0% | $71,457-62.3% |
| Participation rate | 98.3% | 62.5%+35.8pp | 78.8%+19.5pp | 67.9%+30.3pp |
| Annual return | 17.68% | 35.85%-18.2pp | 134.42%-116.7pp | 28.85%-11.2pp |
| Employer contribution / active EE | $2,127 | $2,378-10.6% | $4,818-55.9% | $2,588-17.8% |
| Participant deferral / active EE | $3,377 | $2,917+15.8% | $5,680-40.6% | $4,289-21.3% |
| Admin fee / account holder | $96 | $1,261-92.4% | $13,210-99.3% | $1,587-94.0% |