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 JONES7 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $55,324 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $10,949 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,306 | $102,197-33.2% | $142,449-52.0% | $74,419-8.2% |
| Participation rate | 96.7% | 79.8%+16.9pp | 76.8%+19.9pp | 70.7%+26.0pp |
| Annual return | 17.84% | 19.73%-1.9pp | 19.99%-2.1pp | 34.38%-16.5pp |
| Employer contribution / active EE | $1,957 | $5,052-61.3% | $4,847-59.6% | $2,637-25.8% |
| Participant deferral / active EE | $4,666 | $6,304-26.0% | $6,283-25.7% | $4,528+3.0% |
| Admin fee / account holder | $144 | $186-22.3% | $10,011-98.6% | $348-58.5% |