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) | $58,096 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $5,825 |
Annual investment return 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 | $82,782 | $72,254+14.6% | $86,677-4.5% | $64,808+27.7% |
| Participation rate | 90.5% | 80.4%+10.1pp | 76.6%+13.9pp | 71.5%+19.0pp |
| Annual return | -17.68% | 392.42%-410.1pp | 35.91%-53.6pp | 32.82%-50.5pp |
| Employer contribution / active EE | $1,749 | $2,393-26.9% | $2,836-38.4% | $2,506-30.2% |
| Participant deferral / active EE | $3,871 | $4,658-16.9% | $4,656-16.8% | $4,310-10.2% |
| Admin fee / account holder | $199 | $174+14.5% | $7,493-97.3% | $188+6.0% |