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 JONES2 years Service code 27 12555 MANCHESTER ROAD · ST LOUIS, MO 63131 | Advisory (Plan) | $28,037 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $375 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,676 | $59,417+24.0% | $93,606-21.3% | $74,495-1.1% |
| Participation rate | 95.2% | 59.7%+35.5pp | 68.7%+26.4pp | 67.2%+28.0pp |
| Annual return | 15.08% | 81.83%-66.8pp | 133.20%-118.1pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $5,042 | $1,264+299.0% | $2,420+108.4% | $2,623+92.2% |
| Participant deferral / active EE | $6,736 | $3,050+120.8% | $4,411+52.7% | $4,346+55.0% |
| Admin fee / account holder | $151 | $3,021-95.0% | $8,285-98.2% | $1,942-92.2% |