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 JONES8 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $44,478 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $4,878 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,570 | $80,724+40.7% | $103,333+9.9% | $74,495+52.5% |
| Participation rate | 98.0% | 65.7%+32.3pp | 74.5%+23.5pp | 67.2%+30.8pp |
| Annual return | 13.53% | 27.56%-14.0pp | 24.88%-11.3pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $4,083 | $3,157+29.3% | $3,868+5.6% | $2,623+55.6% |
| Participant deferral / active EE | $10,647 | $3,860+175.8% | $5,057+110.5% | $4,346+145.0% |
| Admin fee / account holder | $227 | $2,368-90.4% | $8,355-97.3% | $1,942-88.3% |