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 JONES9 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $23,684 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $7,479 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,975 | $87,870-30.6% | $113,168-46.1% | $74,304-17.9% |
| Participation rate | 95.9% | 70.7%+25.1pp | 76.6%+19.3pp | 60.3%+35.5pp |
| Annual return | 19.29% | 26.44%-7.1pp | 24.27%-5.0pp | 29.43%-10.1pp |
| Employer contribution / active EE | $3,154 | $2,277+38.5% | $2,975+6.0% | $2,241+40.7% |
| Participant deferral / active EE | $4,631 | $4,241+9.2% | $5,107-9.3% | $3,767+22.9% |
| Admin fee / account holder | $164 | $3,368-95.1% | $12,068-98.6% | $2,969-94.5% |