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) | $47,321 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $6,056 |
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 | $50,946 | $64,457-21.0% | $111,392-54.3% | $55,725-8.6% |
| Participation rate | 97.4% | 79.7%+17.7pp | 78.9%+18.5pp | 70.9%+26.5pp |
| Annual return | -5.81% | -19.97%+14.2pp | -2.06%-3.7pp | 244.93%-250.7pp |
| Employer contribution / active EE | $1,865 | $3,956-52.8% | $4,328-56.9% | $2,078-10.2% |
| Participant deferral / active EE | $3,862 | $5,219-26.0% | $5,567-30.6% | $3,356+15.1% |
| Admin fee / account holder | $130 | $112+15.7% | $12,266-98.9% | $115+12.5% |