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 JONES1 year Service code 27 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Advisory (Plan) | $8,893 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $3,825 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,371 | $64,909+74.7% | $82,313+37.7% | $62,292+82.0% |
| Participation rate | 92.2% | 74.9%+17.3pp | 76.9%+15.3pp | 69.5%+22.7pp |
| Annual return | 12.40% | 21.18%-8.8pp | 25.88%-13.5pp | 28.90%-16.5pp |
| Employer contribution / active EE | $7,449 | $1,676+344.5% | $2,428+206.8% | $2,042+264.8% |
| Participant deferral / active EE | $2,782 | $3,103-10.3% | $3,706-24.9% | $3,169-12.2% |
| Admin fee / account holder | $9 | $440-97.9% | $5,608-99.8% | $479-98.1% |