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 37 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Loan Processing | $7,283 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $750 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,476 | $54,541-75.3% | $78,778-82.9% | $70,131-80.8% |
| Participation rate | 82.0% | 60.8%+21.2pp | 69.2%+12.8pp | 69.5%+12.5pp |
| Annual return | 13.21% | 21.07%-7.9pp | 35.62%-22.4pp | 73.14%-59.9pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,161 | $2,210-47.5% | $2,958-60.8% | $3,332-65.2% |
| Admin fee / account holder | $45 | $3,709-98.8% | $5,134-99.1% | $4,645-99.0% |