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 JONES1 year Service code 27 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Advisory (Plan) | $15,807 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $4,824 |
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 | $62,270 | $58,726+6.0% | $92,233-32.5% | $62,2920% |
| Participation rate | 95.6% | 68.3%+27.2pp | 76.5%+19.1pp | 69.5%+26.1pp |
| Annual return | 15.21% | 43.62%-28.4pp | 176.28%-161.1pp | 28.90%-13.7pp |
| Employer contribution / active EE | $3,060 | $2,392+28.0% | $3,679-16.8% | $2,042+49.9% |
| Participant deferral / active EE | $6,529 | $2,766+136.1% | $3,897+67.6% | $3,169+106.0% |
| Admin fee / account holder | $21 | $556-96.2% | $5,194-99.6% | $479-95.6% |