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 JONES7 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $29,245 |
CATALYTIC COMBUSTION CORPORATION1 year Service code 99 311 RIGGS ST · BLOOMER, WI 54724 | Other Fees | $9,660 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,555 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,557 | $76,050-34.8% | $96,544-48.7% | $71,457-30.6% |
| Participation rate | 92.9% | 74.4%+18.5pp | 76.0%+17.0pp | 67.9%+25.0pp |
| Annual return | 15.27% | 22.81%-7.5pp | 25.84%-10.6pp | 28.85%-13.6pp |
| Employer contribution / active EE | $2,757 | $2,244+22.8% | $2,965-7.0% | $2,588+6.5% |
| Participant deferral / active EE | $3,957 | $4,215-6.1% | $4,851-18.4% | $4,289-7.7% |
| Admin fee / account holder | $235 | $2,707-91.3% | $8,252-97.2% | $1,587-85.2% |