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 JONES5 years Service code 27 12555 MANCHESTER RD. · ST LOUIS, MO 63131 | Advisory (Plan) | $16,473 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $6,143 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,784 | $70,428-52.0% | $96,562-65.0% | $85,850-60.6% |
| Participation rate | 85.9% | 61.8%+24.1pp | 69.8%+16.1pp | 69.3%+16.6pp |
| Annual return | 12.32% | 18.59%-6.3pp | 37.78%-25.5pp | 318.53%-306.2pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,621 | $2,894-44.0% | $3,849-57.9% | $3,952-59.0% |
| Admin fee / account holder | $217 | $4,997-95.6% | $6,181-96.5% | $6,260-96.5% |