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 JONES6 years Service code 27 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Advisory (Plan) | $10,998 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Directed Trustee | $1,787 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,544 | $61,272-55.0% | $149,673-81.6% | $71,457-61.5% |
| Participation rate | 86.3% | 62.5%+23.8pp | 78.8%+7.5pp | 67.9%+18.4pp |
| Annual return | 11.98% | 35.85%-23.9pp | 134.42%-122.4pp | 28.85%-16.9pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,220 | $2,917-58.2% | $5,680-78.5% | $4,289-71.6% |
| Admin fee / account holder | $15 | $1,261-98.8% | $13,210-99.9% | $1,587-99.0% |