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 JONES1 year Service code 27 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Advisory (Plan) | $18,192 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 25 · EIN 95-1411037 | Directed Trustee | $1,513 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,065 | $47,977-39.4% | $154,107-81.1% | $56,287-48.4% |
| Participation rate | 93.1% | 66.2%+27.0pp | 83.0%+10.1pp | 69.9%+23.3pp |
| Annual return | 9.72% | 3.54%+6.2pp | 735.12%-725.4pp | -9.96%+19.7pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $810 | $2,392-66.2% | $5,081-84.1% | $3,350-75.8% |
| Admin fee / account holder | $2 | $438-99.5% | $13,411-100.0% | $521-99.6% |