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 JONES2 years Service code 55 · EIN 43-0345811 | Other Commissions | $14,970 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 64 · EIN 95-1411037 | Recordkeeping Fees | $650 |
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 | $45,174 | $46,173-2.2% | $170,442-73.5% | $69,631-35.1% |
| Participation rate | 80.2% | 63.9%+16.3pp | 83.6%-3.4pp | 70.7%+9.5pp |
| Annual return | 22.50% | 21.62%+0.9pp | 205.93%-183.4pp | 27571.02%-27548.5pp |
| Employer contribution / active EE | $1,399 | $1,610-13.1% | $5,433-74.3% | $2,032-31.2% |
| Participant deferral / active EE | $2,586 | $2,080+24.3% | $4,939-47.7% | $3,224-19.8% |
| Admin fee / account holder | $1 | $116-99.4% | $13,880-100.0% | $110-99.4% |