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 3-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 |
|---|---|---|
AMERICAN FUNDS3+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $20,634 |
EDWARD JONES3+ years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $18,358 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,594 | $59,417-28.3% | $93,606-54.5% | $74,495-42.8% |
| Participation rate | 86.1% | 59.7%+26.5pp | 68.7%+17.4pp | 67.2%+18.9pp |
| Annual return | 13.86% | 81.83%-68.0pp | 133.20%-119.3pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $1,707 | $1,264+35.1% | $2,420-29.5% | $2,623-34.9% |
| Participant deferral / active EE | $2,355 | $3,050-22.8% | $4,411-46.6% | $4,346-45.8% |
| Admin fee / account holder | $289 | $3,021-90.4% | $8,285-96.5% | $1,942-85.1% |