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 JONES2 years Service code 27 12555 MANCHESTER ROAD · ST. LOIUS, MO 63131 | Advisory (Plan) | $17,120 |
Filed as: RETIREMENT PLAN PARTNERS, LLC Service code 13 4211 NORTH LIGHTNING DRIVE · APPLETON, WI 54913 | Contract Administrator | $1,834 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $470 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,054 | $86,929-39.0% | $102,423-48.2% | $80,856-34.4% |
| Participation rate | 77.6% | 72.4%+5.2pp | 76.5%+1.1pp | 67.6%+9.9pp |
| Annual return | 16.76% | 18.88%-2.1pp | 29.32%-12.6pp | 35.59%-18.8pp |
| Employer contribution / active EE | $1,419 | $2,369-40.1% | $3,023-53.1% | $2,755-48.5% |
| Participant deferral / active EE | $1,942 | $4,118-52.9% | $5,053-61.6% | $4,296-54.8% |
| Admin fee / account holder | $0 | $8,049-100.0% | $9,451-100.0% | $6,918-100.0% |