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 ROAD · ST. LOIUS, MO 63131 | Advisory (Plan) | $19,988 |
Filed as: RETIREMENT PLAN PARTNERS, LLC Service code 13 4211 NORTH LIGHTNING DRIVE · APPLETON, WI 54913 | Contract Administrator | $1,900 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $495 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,434 | $95,803-39.0% | $113,168-48.4% | $84,808-31.1% |
| Participation rate | 79.8% | 72.9%+6.9pp | 76.6%+3.2pp | 68.3%+11.5pp |
| Annual return | 20.14% | 25.00%-4.9pp | 24.27%-4.1pp | 40.90%-20.8pp |
| Employer contribution / active EE | $1,553 | $2,360-34.2% | $2,975-47.8% | $2,631-41.0% |
| Participant deferral / active EE | $2,194 | $4,242-48.3% | $5,107-57.0% | $4,212-47.9% |
| Admin fee / account holder | $0 | $8,989-100.0% | $12,068-100.0% | $7,344-100.0% |