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 JONES3 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $6,846 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,058 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $54,912 | $47,922+14.6% | $75,886-27.6% | $65,185-15.8% |
| Participation rate | 38.1% | 63.0%-24.9pp | 69.3%-31.2pp | 70.2%-32.1pp |
| Annual return | 24.51% | 24.12%+0.4pp | 30.76%-6.2pp | 29.38%-4.9pp |
| Employer contribution / active EE | $911 | $1,557-41.5% | $2,500-63.6% | $2,177-58.1% |
| Participant deferral / active EE | $2,012 | $2,550-21.1% | $3,603-44.2% | $3,514-42.7% |
| Admin fee / account holder | $248 | $532-53.3% | $5,418-95.4% | $847-70.7% |