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) | $48,932 |
Service code 27 DBA CAPTRUST FINANCIAL A · RALEIGH, NC 27609 | Advisory (Plan) | $27,948 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN Service code 24 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Discretionary Trustee | $16,647 |
Filed as: KDP RETIREMENT PLAN SERVICES INC Service code 13 3060 LAKE EASTBROOK BLVD SE · GRAND RAPIDS, MI 49512 | Contract Administrator | $5,544 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,175 | $89,436+14.2% | $164,813-38.0% | $77,643+31.6% |
| Participation rate | 76.8% | 78.6%-1.9pp | 78.6%-1.8pp | 70.6%+6.2pp |
| Annual return | 13.31% | 28.83%-15.5pp | 69.93%-56.6pp | 31.24%-17.9pp |
| Employer contribution / active EE | $2,091 | $2,569-18.6% | $4,341-51.8% | $2,726-23.3% |
| Participant deferral / active EE | $5,932 | $4,897+21.1% | $6,031-1.6% | $4,647+27.6% |
| Admin fee / account holder | $20 | $339-94.2% | $12,690-99.8% | $430-95.5% |