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 JONES7 years Service code 17 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Pension Consulting | $22,199 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 12 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Participant communication; Shareholde... | $0 |
Service code 12 · EIN 84-1477138 | Participant communication; Sub-transf... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,205 | $79,013-26.3% | $100,391-42.0% | $74,495-21.9% |
| Participation rate | 80.1% | 79.5%+0.6pp | 81.5%-1.4pp | 67.2%+12.9pp |
| Annual return | 22.12% | 20.41%+1.7pp | 49.20%-27.1pp | 1364.94%-1342.8pp |
| Employer contribution / active EE | $7,363 | $3,021+143.7% | $3,942+86.8% | $2,623+180.7% |
| Participant deferral / active EE | $10,815 | $7,760+39.4% | $8,082+33.8% | $4,346+148.9% |
| Admin fee / account holder | $76 | $1,320-94.3% | $7,899-99.0% | $1,942-96.1% |