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) | $61,821 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $10,828 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,634 | $99,078-34.8% | $96,544-33.1% | $74,419-13.1% |
| Participation rate | 89.2% | 80.7%+8.6pp | 76.0%+13.3pp | 70.7%+18.5pp |
| Annual return | 103.62% | 22.48%+81.1pp | 25.84%+77.8pp | 34.38%+69.2pp |
| Employer contribution / active EE | $1,700 | $2,570-33.9% | $2,965-42.7% | $2,637-35.6% |
| Participant deferral / active EE | $4,200 | $4,933-14.9% | $4,851-13.4% | $4,528-7.2% |
| Admin fee / account holder | $90 | $225-59.9% | $8,252-98.9% | $348-74.1% |