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 JONES8 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $79,482 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $9,852 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,699 | $88,890-11.5% | $102,423-23.2% | $77,643+1.4% |
| Participation rate | 81.8% | 80.9%+0.9pp | 76.5%+5.4pp | 70.6%+11.3pp |
| Annual return | 17.59% | 24.98%-7.4pp | 29.32%-11.7pp | 31.24%-13.6pp |
| Employer contribution / active EE | $1,483 | $2,698-45.0% | $3,023-51.0% | $2,726-45.6% |
| Participant deferral / active EE | $4,098 | $5,145-20.3% | $5,053-18.9% | $4,647-11.8% |
| Admin fee / account holder | $116 | $235-50.5% | $9,451-98.8% | $430-72.9% |