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) | $48,127 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $11,261 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,828 | $94,621-29.4% | $138,135-51.6% | $73,409-9.0% |
| Participation rate | 85.4% | 83.4%+2.0pp | 78.7%+6.7pp | 72.2%+13.3pp |
| Annual return | 24.28% | 16.57%+7.7pp | 20.51%+3.8pp | 59.29%-35.0pp |
| Employer contribution / active EE | $1,379 | $4,410-68.7% | $5,587-75.3% | $2,234-38.3% |
| Participant deferral / active EE | $2,956 | $6,199-52.3% | $6,431-54.0% | $3,805-22.3% |
| Admin fee / account holder | $136 | $140-2.9% | $11,856-98.9% | $158-13.7% |