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 JONES6 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $59,188 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $11,683 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,503 | $72,482-17.9% | $129,110-53.9% | $64,808-8.2% |
| Participation rate | 96.1% | 79.2%+16.9pp | 77.3%+18.8pp | 71.5%+24.6pp |
| Annual return | -14.35% | -9.08%-5.3pp | -10.94%-3.4pp | 32.82%-47.2pp |
| Employer contribution / active EE | $1,922 | $4,247-54.8% | $5,052-62.0% | $2,506-23.3% |
| Participant deferral / active EE | $4,250 | $5,679-25.2% | $6,542-35.0% | $4,310-1.4% |
| Admin fee / account holder | $155 | $144+7.2% | $14,302-98.9% | $188-17.6% |