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 8-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 |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $21,918 |
EDWARD JONES1 year Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $7,792 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,746 | $49,915-80.5% | $154,803-93.7% | $74,304-86.9% |
| Participation rate | 96.8% | 54.0%+42.8pp | 78.1%+18.7pp | 60.3%+36.4pp |
| Annual return | 13.43% | 34.06%-20.6pp | 58.88%-45.5pp | 29.43%-16.0pp |
| Employer contribution / active EE | $1,354 | $1,611-16.0% | $4,305-68.6% | $2,241-39.6% |
| Participant deferral / active EE | $1,783 | $2,255-20.9% | $5,540-67.8% | $3,767-52.7% |
| Admin fee / account holder | $121 | $2,189-94.5% | $14,329-99.2% | $2,969-95.9% |