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 JONES4 years Service code 27 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Advisory (Plan) | $25,697 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $10,600 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,563 | $64,286-58.7% | $90,951-70.8% | $73,409-63.8% |
| Participation rate | 90.8% | 63.6%+27.3pp | 69.0%+21.8pp | 72.2%+18.7pp |
| Annual return | 17.49% | 21.45%-4.0pp | 134.60%-117.1pp | 59.29%-41.8pp |
| Employer contribution / active EE | $944 | $895+5.5% | $2,122-55.5% | $2,234-57.7% |
| Participant deferral / active EE | $2,768 | $2,453+12.8% | $3,373-17.9% | $3,805-27.3% |
| Admin fee / account holder | $104 | $287-63.9% | $5,959-98.3% | $158-34.3% |