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) | $20,466 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $18,395 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,983 | $40,174-35.3% | $84,015-69.1% | $67,579-61.6% |
| Participation rate | 89.7% | 62.7%+27.0pp | 69.0%+20.7pp | 71.3%+18.4pp |
| Annual return | 22.25% | 25.82%-3.6pp | 71.31%-49.1pp | 378.56%-356.3pp |
| Employer contribution / active EE | $1,031 | $808+27.7% | $1,983-48.0% | $2,148-52.0% |
| Participant deferral / active EE | $2,610 | $2,301+13.4% | $3,239-19.4% | $3,539-26.3% |
| Admin fee / account holder | $134 | $128+4.1% | $6,101-97.8% | $142-6.1% |