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) | $17,670 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,062 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,289 | $62,146-15.9% | $81,438-35.8% | $74,546-29.9% |
| Participation rate | 66.2% | 64.1%+2.1pp | 69.5%-3.3pp | 67.2%-1.0pp |
| Annual return | 14.33% | 16.49%-2.2pp | 24.74%-10.4pp | 1366.03%-1351.7pp |
| Employer contribution / active EE | $822 | $1,883-56.3% | $2,460-66.6% | $2,624-68.7% |
| Participant deferral / active EE | $2,587 | $3,229-19.9% | $3,883-33.4% | $4,347-40.5% |
| Admin fee / account holder | $199 | $1,922-89.6% | $5,764-96.5% | $1,944-89.7% |