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 JONES5 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $33,204 |
AMERICAN FUNDS6+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 64 · EIN 95-1411037 | Recordkeeping Fees | $1,020 |
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 | $73,820 | $52,293+41.2% | $178,490-58.6% | $73,409+0.6% |
| Participation rate | 85.0% | 65.3%+19.6pp | 81.9%+3.1pp | 72.2%+12.8pp |
| Annual return | 21.15% | 34.75%-13.6pp | 151.07%-129.9pp | 59.29%-38.1pp |
| Employer contribution / active EE | $1,571 | $1,735-9.5% | $5,011-68.6% | $2,234-29.7% |
| Participant deferral / active EE | $3,124 | $2,332+34.0% | $5,202-39.9% | $3,805-17.9% |
| Admin fee / account holder | $88 | $127-30.9% | $13,984-99.4% | $158-44.3% |