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) | $63,100 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $12,513 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,125 | $96,486-23.2% | $153,485-51.7% | $77,643-4.5% |
| Participation rate | 97.6% | 81.6%+15.9pp | 77.1%+20.5pp | 70.6%+27.0pp |
| Annual return | 17.07% | 14.44%+2.6pp | 15.65%+1.4pp | 31.24%-14.2pp |
| Employer contribution / active EE | $2,204 | $5,224-57.8% | $5,039-56.3% | $2,726-19.1% |
| Participant deferral / active EE | $4,947 | $6,609-25.1% | $6,757-26.8% | $4,647+6.4% |
| Admin fee / account holder | $162 | $182-11.5% | $12,724-98.7% | $430-62.5% |