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 7-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 RD · ST LOUIS, MO 63131 | Advisory (Plan) | $18,292 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,962 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,125 | $58,879-35.2% | $178,490-78.6% | $73,488-48.1% |
| Participation rate | 54.0% | 66.2%-12.3pp | 81.9%-28.0pp | 70.7%-16.7pp |
| Annual return | 16.49% | 24.86%-8.4pp | 151.07%-134.6pp | 28.51%-12.0pp |
| Employer contribution / active EE | $1,424 | $2,236-36.3% | $5,011-71.6% | $2,270-37.3% |
| Participant deferral / active EE | $2,032 | $2,567-20.9% | $5,202-60.9% | $3,740-45.7% |
| Admin fee / account holder | $131 | $400-67.4% | $13,984-99.1% | $513-74.5% |