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 RD · ST LOUIS, MO 63131 | Advisory (Plan) | $14,587 |
AMERICAN FUNDS3 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $5,115 |
Filed as: KDP RETIREMENT PLAN SERVICES Service code 13 3060 LAKE EASTBROOK BLVD. SE · GRAND RAPIDS, MI 49512 | Contract Administrator | $1,425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,540 | $54,573-18.4% | $90,951-51.0% | $73,488-39.4% |
| Participation rate | 28.4% | 61.2%-32.8pp | 69.0%-40.6pp | 70.7%-42.3pp |
| Annual return | 28.95% | 16.69%+12.3pp | 134.60%-105.6pp | 28.51%+0.4pp |
| Employer contribution / active EE | $474 | $991-52.2% | $2,122-77.7% | $2,270-79.1% |
| Participant deferral / active EE | $1,965 | $2,517-21.9% | $3,373-41.8% | $3,740-47.5% |
| Admin fee / account holder | $59 | $521-88.8% | $5,959-99.0% | $513-88.6% |