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 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $42,048 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,392 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,959 | $69,362+13.8% | $101,248-22.0% | $73,488+7.4% |
| Participation rate | 96.0% | 68.4%+27.6pp | 75.8%+20.2pp | 70.7%+25.3pp |
| Annual return | 14.46% | 18.46%-4.0pp | 46.47%-32.0pp | 28.51%-14.1pp |
| Employer contribution / active EE | $2,989 | $2,628+13.7% | $3,660-18.3% | $2,270+31.7% |
| Participant deferral / active EE | $9,322 | $3,300+182.5% | $4,370+113.3% | $3,740+149.3% |
| Admin fee / account holder | $192 | $704-72.7% | $5,945-96.8% | $513-62.6% |