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 JONES5 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $9,172 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,500 |
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 | $27,479 | $65,061-57.8% | $143,757-80.9% | $66,914-58.9% |
| Participation rate | 78.3% | 65.2%+13.1pp | 80.3%-2.0pp | 69.8%+8.5pp |
| Annual return | -15.49% | -11.14%-4.4pp | -0.04%-15.4pp | 1.58%-17.1pp |
| Employer contribution / active EE | $1,272 | $2,361-46.1% | $4,951-74.3% | $2,544-50.0% |
| Participant deferral / active EE | $317 | $2,919-89.1% | $5,637-94.4% | $4,237-92.5% |
| Admin fee / account holder | $84 | $502-83.3% | $14,673-99.4% | $593-85.8% |