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 ROAD · ST LOIUS, MO 63131 | Advisory (Plan) | $48,999 |
TRINITY PENSION CONSULTANTS6 years Service code 13 202 MONTROSE WEST AVE · COPLEY, OH 44321 | Contract Administrator | $1,760 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,400 | $102,204+10.0% | $145,661-22.8% | $85,563+31.4% |
| Participation rate | 85.4% | 70.6%+14.8pp | 77.2%+8.2pp | 66.0%+19.4pp |
| Annual return | 17.88% | 16.68%+1.2pp | 101.46%-83.6pp | 31.51%-13.6pp |
| Employer contribution / active EE | $2,044 | $3,600-43.2% | $4,238-51.8% | $2,654-23.0% |
| Participant deferral / active EE | $3,659 | $5,729-36.1% | $7,198-49.2% | $4,375-16.4% |
| Admin fee / account holder | $204 | $647-68.4% | $12,466-98.4% | $834-75.5% |