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) | $9,083 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,983 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,237 | $49,915-25.4% | $154,803-75.9% | $74,304-49.9% |
| Participation rate | 78.0% | 54.0%+24.1pp | 78.1%-0.1pp | 60.3%+17.7pp |
| Annual return | 16.20% | 34.06%-17.9pp | 58.88%-42.7pp | 29.43%-13.2pp |
| Employer contribution / active EE | $1,459 | $1,611-9.4% | $4,305-66.1% | $2,241-34.9% |
| Participant deferral / active EE | $273 | $2,255-87.9% | $5,540-95.1% | $3,767-92.8% |
| Admin fee / account holder | $109 | $2,189-95.0% | $14,329-99.2% | $2,969-96.3% |