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 |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MANAGEMENT CO Service code 15 · EIN 95-1411037 | Recordkeeping | $10,672 |
EDWARD JONES4 years Service code 27 1255 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $9,791 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,775 | $95,880+108.4% | $107,525+85.8% | $85,563+133.5% |
| Participation rate | 99.1% | 70.1%+28.9pp | 75.1%+24.0pp | 66.0%+33.1pp |
| Annual return | 24.07% | 68.06%-44.0pp | 181.32%-157.3pp | 31.51%-7.4pp |
| Employer contribution / active EE | $20,758 | $3,812+444.5% | $3,754+453.0% | $2,654+682.3% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $62 | $1,025-94.0% | $8,919-99.3% | $834-92.6% |