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 JONES3 years Service code 27 12555 MANCHESTER ROAD · ST LOIUS, MO 63131 | Advisory (Plan) | $46,004 |
TRINITY PENSION CONSULTANTS3 years Service code 13 202 MONTROSE WEST AVE · COPLEY, OH 44321 | Contract Administrator | $2,430 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $675 |
Participant contribution per participant 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 | $79,548 | $86,897-8.5% | $151,611-47.5% | $64,808+22.7% |
| Participation rate | 80.9% | 87.3%-6.3pp | 87.5%-6.6pp | 71.5%+9.5pp |
| Annual return | -16.18% | -3.57%-12.6pp | 3.33%-19.5pp | 32.82%-49.0pp |
| Employer contribution / active EE | $1,880 | $4,010-53.1% | $6,166-69.5% | $2,506-25.0% |
| Participant deferral / active EE | $3,509 | $6,690-47.5% | $8,363-58.0% | $4,310-18.6% |
| Admin fee / account holder | $209 | $153+36.7% | $11,616-98.2% | $188+11.4% |