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 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $17,826 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,444 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,374 | $73,867-44.0% | $143,757-71.2% | $68,494-39.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.50% | 1.01%-15.5pp | -0.04%-14.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $956 | $3,184-70.0% | $4,951-80.7% | $2,596-63.2% |
| Participant deferral / active EE | $1,277 | $3,384-62.3% | $5,637-77.3% | $4,027-68.3% |
| Admin fee / account holder | $195 | $5,755-96.6% | $14,673-98.7% | $5,403-96.4% |