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 JONES5 years Service code 64 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Recordkeeping Fees | $20,860 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $11,962 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,128 | $84,936+15.5% | $111,297-11.8% | $79,386+23.6% |
| Participation rate | 76.7% | 75.9%+0.8pp | 77.3%-0.6pp | 70.7%+6.0pp |
| Annual return | 14.07% | 17.45%-3.4pp | 54.65%-40.6pp | 116.85%-102.8pp |
| Employer contribution / active EE | $665 | $1,979-66.4% | $2,731-75.7% | $2,427-72.6% |
| Participant deferral / active EE | $3,460 | $3,888-11.0% | $4,487-22.9% | $4,046-14.5% |
| Admin fee / account holder | $345 | $537-35.7% | $7,964-95.7% | $626-44.8% |