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 |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 15 · EIN 95-6817943 | Recordkeeping | $2,560 |
EDWARD JONES2 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $0 |
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 | $54,430 | $78,422-30.6% | $95,952-43.3% | $79,858-31.8% |
| Participation rate | 79.2% | 73.5%+5.7pp | 77.1%+2.1pp | 69.6%+9.6pp |
| Annual return | 16.66% | 19.37%-2.7pp | 91.61%-75.0pp | 31.71%-15.1pp |
| Employer contribution / active EE | $1,903 | $1,945-2.1% | $2,541-25.1% | $2,471-23.0% |
| Participant deferral / active EE | $2,993 | $3,440-13.0% | $4,167-28.2% | $3,740-20.0% |
| Admin fee / account holder | $28 | $5,622-99.5% | $6,795-99.6% | $5,306-99.5% |