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 5-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) | $9,288 |
Filed as: REA & ASSOCIATES Service code 13 PO BOX 1020 · NEW PHILADELPHIA, OH 446635120 | Contract Administrator | $4,769 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RET PLAN SERVICES Service code 64 6455 IRVINE CENTER DR · IRVINE, CA 92618 | Recordkeeping Fees | $888 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,840 | $49,922-28.2% | $80,569-55.5% | $75,163-52.3% |
| Participation rate | 89.4% | 55.3%+34.1pp | 67.0%+22.4pp | 67.2%+22.2pp |
| Annual return | 16.47% | 34.69%-18.2pp | 935.43%-919.0pp | 160.62%-144.2pp |
| Employer contribution / active EE | $1,455 | $1,698-14.3% | $2,723-46.6% | $2,670-45.5% |
| Participant deferral / active EE | $3,039 | $2,990+1.6% | $4,447-31.7% | $4,125-26.3% |
| Admin fee / account holder | $127 | $3,577-96.5% | $5,377-97.6% | $5,651-97.8% |