YOUR ACCOUNT PERFORMANCE AND COMPARATIVE BENCHMARKS
PERFORMANCE: C
$57,102 – Amount by which you underperformed your risk-adjusted Morningstar Target Date Index.
Over the last 10 years, your account returned 3.1% annually while the S+P 500 index had returns of 5.3%. A passive target date fund that would be recommended to you based on your age and risk tolerance returned an average of 5.22%.
FEES: B-
$21,045 – Amount you have paid to your advisor.
This 1% fee is in line with the industry average.
Is your broker earning it?
Why did you pay $21,045 to miss out on an easy $57,102 with passive investing?
