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 25 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Directed Trustee | $6,904 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,756 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,375 | $50,385-17.9% | $75,670-45.3% | $62,292-33.6% |
| Participation rate | 72.6% | 67.7%+4.9pp | 72.3%+0.3pp | 69.5%+3.1pp |
| Annual return | 16.16% | 19.90%-3.7pp | 27.34%-11.2pp | 28.90%-12.7pp |
| Employer contribution / active EE | $566 | $1,537-63.1% | $2,352-75.9% | $2,042-72.3% |
| Participant deferral / active EE | $1,579 | $2,445-35.4% | $3,142-49.7% | $3,169-50.2% |
| Admin fee / account holder | $36 | $384-90.6% | $5,800-99.4% | $479-92.5% |