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 JONES2 years Service code 27 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Advisory (Plan) | $37,528 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $3,962 |
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 | $65,411 | $55,449+18.0% | $83,848-22.0% | $56,287+16.2% |
| Participation rate | 96.4% | 68.0%+28.4pp | 76.1%+20.2pp | 69.9%+26.5pp |
| Annual return | 2.24% | -1.38%+3.6pp | 850.88%-848.6pp | -9.96%+12.2pp |
| Employer contribution / active EE | $3,224 | $2,430+32.7% | $3,631-11.2% | $2,111+52.7% |
| Participant deferral / active EE | $7,552 | $2,935+157.3% | $4,082+85.0% | $3,350+125.5% |
| Admin fee / account holder | $183 | $656-72.1% | $5,478-96.7% | $521-64.9% |