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 26 12555 MANCHESTER RD. · ST LOUIS, MO 63131 | Advisory (Participants) | $20,965 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV. Service code 64 6455 IRVINE CENTER DR. · IRVINE, CA 92618 | Recordkeeping Fees | $1,325 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,103 | $54,229-0.2% | $70,092-22.8% | $68,494-21.0% |
| Participation rate | 81.4% | 64.5%+16.9pp | 70.5%+10.9pp | 67.9%+13.5pp |
| Annual return | -17.76% | -13.87%-3.9pp | 190.73%-208.5pp | -7.84%-9.9pp |
| Employer contribution / active EE | $2,342 | $2,018+16.0% | $2,559-8.5% | $2,596-9.8% |
| Participant deferral / active EE | $4,525 | $2,956+53.1% | $3,849+17.6% | $4,027+12.4% |
| Admin fee / account holder | $248 | $4,694-94.7% | $6,267-96.0% | $5,403-95.4% |