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 JONES1 year Service code 27 12555 MANCHESTER ROAD · ST LOUIS, MO 63131 | Advisory (Plan) | $19,011 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $350 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,790 | $54,701+20.3% | $86,188-23.7% | $71,457-7.9% |
| Participation rate | 94.4% | 60.1%+34.3pp | 69.0%+25.4pp | 67.9%+26.5pp |
| Annual return | 23.26% | 20.06%+3.2pp | 1168.45%-1145.2pp | 28.85%-5.6pp |
| Employer contribution / active EE | $7,811 | $1,265+517.5% | $2,380+228.2% | $2,588+201.9% |
| Participant deferral / active EE | $6,386 | $3,108+105.4% | $3,985+60.2% | $4,289+48.9% |
| Admin fee / account holder | $120 | $1,922-93.8% | $6,852-98.3% | $1,587-92.5% |