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 JONES6 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $35,557 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,950 |
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 | $58,316 | $72,607-19.7% | $90,749-35.7% | $66,914-12.9% |
| Participation rate | 77.3% | 73.7%+3.7pp | 75.7%+1.6pp | 69.8%+7.5pp |
| Annual return | -25.23% | -12.28%-12.9pp | -12.16%-13.1pp | 1.58%-26.8pp |
| Employer contribution / active EE | $1,260 | $2,369-46.8% | $2,921-56.8% | $2,544-50.5% |
| Participant deferral / active EE | $4,299 | $3,977+8.1% | $4,564-5.8% | $4,237+1.5% |
| Admin fee / account holder | $255 | $707-64.0% | $8,445-97.0% | $593-57.0% |