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 JONES8 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $89,833 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $16,389 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,855 | $89,436+6.1% | $164,813-42.4% | $77,643+22.2% |
| Participation rate | 88.8% | 78.6%+10.1pp | 78.6%+10.2pp | 70.6%+18.2pp |
| Annual return | 12.35% | 28.83%-16.5pp | 69.93%-57.6pp | 31.24%-18.9pp |
| Employer contribution / active EE | $2,438 | $2,569-5.1% | $4,341-43.8% | $2,726-10.5% |
| Participant deferral / active EE | $5,348 | $4,897+9.2% | $6,031-11.3% | $4,647+15.1% |
| Admin fee / account holder | $148 | $339-56.5% | $12,690-98.8% | $430-65.7% |