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 JONES9 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $69,450 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $13,145 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,174 | $124,732-34.9% | $180,183-54.9% | $85,563-5.1% |
| Participation rate | 83.7% | 83.2%+0.6pp | 77.4%+6.3pp | 66.0%+17.8pp |
| Annual return | 17.85% | 17.73%+0.1pp | 27.86%-10.0pp | 31.51%-13.7pp |
| Employer contribution / active EE | $1,974 | $5,370-63.2% | $5,039-60.8% | $2,654-25.6% |
| Participant deferral / active EE | $4,462 | $7,763-42.5% | $6,822-34.6% | $4,375+2.0% |
| Admin fee / account holder | $169 | $294-42.3% | $19,975-99.2% | $834-79.7% |