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) | $20,331 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $15,956 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,178 | $79,171-36.6% | $102,423-51.0% | $74,495-32.6% |
| Participation rate | 97.3% | 74.8%+22.5pp | 76.5%+20.8pp | 67.2%+30.1pp |
| Annual return | 11.88% | 54.93%-43.1pp | 29.32%-17.4pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $3,139 | $2,362+32.9% | $3,023+3.8% | $2,623+19.7% |
| Participant deferral / active EE | $4,690 | $4,415+6.2% | $5,053-7.2% | $4,346+7.9% |
| Admin fee / account holder | $205 | $2,001-89.8% | $9,451-97.8% | $1,942-89.4% |