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 55 · EIN 43-0345811 | Other Commissions | $11,092 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 64 · EIN 95-1411037 | Recordkeeping Fees | $888 |
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 | $41,106 | $36,916+11.3% | $156,549-73.7% | $57,658-28.7% |
| Participation rate | 78.6% | 63.4%+15.1pp | 84.0%-5.4pp | 70.2%+8.3pp |
| Annual return | 8.71% | 12.38%-3.7pp | 32.23%-23.5pp | 5.13%+3.6pp |
| Employer contribution / active EE | $1,352 | $1,571-13.9% | $5,501-75.4% | $1,974-31.5% |
| Participant deferral / active EE | $2,442 | $1,926+26.8% | $4,871-49.9% | $3,061-20.2% |
| Admin fee / account holder | $1 | $82-98.9% | $13,027-100.0% | $95-99.1% |