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 JONES6 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $22,941 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,383 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,557 | $44,642-22.6% | $91,220-62.1% | $66,914-48.4% |
| Participation rate | 75.5% | 64.9%+10.6pp | 73.2%+2.3pp | 69.8%+5.7pp |
| Annual return | -17.48% | -12.29%-5.2pp | 114.01%-131.5pp | 1.58%-19.1pp |
| Employer contribution / active EE | $0 | $1,706-100.0% | $2,850-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,536 | $3,349-24.3% | $4,234-40.1% | $4,237-40.1% |
| Admin fee / account holder | $144 | $521-72.4% | $5,420-97.3% | $593-75.8% |