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 1255 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $8,628 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 15 · EIN 95-1411037 | Recordkeeping | $8,012 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,354 | $82,917+116.3% | $103,333+73.6% | $77,643+131.0% |
| Participation rate | 98.3% | 71.6%+26.8pp | 74.5%+23.8pp | 70.6%+27.8pp |
| Annual return | 9.63% | 19.13%-9.5pp | 24.88%-15.2pp | 31.24%-21.6pp |
| Employer contribution / active EE | $17,701 | $3,552+398.4% | $3,868+357.6% | $2,726+549.4% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $41 | $638-93.5% | $8,355-99.5% | $430-90.4% |