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 JONES4 years Service code 55 · EIN 43-0345811 | Other Commissions | $35,765 |
AMERICAN FUNDS5+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 64 · EIN 95-1411037 | Recordkeeping Fees | $1,625 |
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 | $59,068 | $62,928-6.1% | $172,739-65.8% | $67,579-12.6% |
| Participation rate | 83.6% | 64.5%+19.1pp | 82.6%+1.0pp | 71.3%+12.3pp |
| Annual return | 24.89% | 30.36%-5.5pp | 802.84%-778.0pp | 378.56%-353.7pp |
| Employer contribution / active EE | $1,532 | $1,636-6.3% | $5,143-70.2% | $2,148-28.6% |
| Participant deferral / active EE | $3,040 | $2,145+41.7% | $5,198-41.5% | $3,539-14.1% |
| Admin fee / account holder | $97 | $167-42.0% | $13,954-99.3% | $142-32.1% |