See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES9 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $40,541 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $4,683 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,985 | $84,556+5.2% | $116,228-23.4% | $74,304+19.8% |
| Participation rate | 87.0% | 66.0%+20.9pp | 74.6%+12.4pp | 60.3%+26.6pp |
| Annual return | 13.29% | 18.35%-5.1pp | 90.06%-76.8pp | 29.43%-16.1pp |
| Employer contribution / active EE | $995 | $2,168-54.1% | $2,994-66.8% | $2,241-55.6% |
| Participant deferral / active EE | $5,401 | $3,814+41.6% | $4,953+9.0% | $3,767+43.4% |
| Admin fee / account holder | $254 | $3,792-93.3% | $11,989-97.9% | $2,969-91.4% |