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 5-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 27 12555 MANCHESTER RD · ST LOUIS, MA 63131 | Advisory (Plan) | $41,364 |
COASTAL PENSION SERVICES2 years Service code 13 P.O. BOX 220074 · CHANTILLY, VA 201530074 | Contract Administrator | $15,846 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $2,157 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,982 | $54,193+25.4% | $93,606-27.4% | $77,643-12.4% |
| Participation rate | 70.2% | 63.9%+6.3pp | 68.7%+1.5pp | 70.6%-0.3pp |
| Annual return | 13.52% | 30.54%-17.0pp | 133.20%-119.7pp | 31.24%-17.7pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,420-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,026 | $3,144-3.7% | $4,411-31.4% | $4,647-34.9% |
| Admin fee / account holder | $48 | $576-91.7% | $8,285-99.4% | $430-88.9% |